Invested Better
Selection of Other Advisors Advisors in Conshohocken, Pennsylvania
397 Results
Unclaimed

Santander Securities LLC

location

Conshohocken, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kelly McCavitt is a registered representative with Santander Securities LLC, where Kelly has been employed since 2012. Prior to joining Santander Securities LLC, Kelly was with LPL FINANCIAL LLC. Kelly is licensed in 53 states and holds licenses in Series 7, Series 24, Series 52TO, Series 53 and SIE. Kelly specializes in investment advisory services for individuals, businesses and corporations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth R. Beebe is a financial professional with over 13 years of experience in the financial services industry. Kenneth is a Registered Representative and Investment Advisor Representative. Kenneth currently works with Equitable Advisors, LLC and Firstrust Financial Advisors and is registered to provide investment advice in 40 states and the District of Columbia. Kenneth offers a range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

CONSHOHOCKEN, PA

experience

40 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Kenneth Mintz is a financial advisor registered with Wells Fargo Clearing Services, LLC in Pennsylvania. Kenneth Mintz has been in the industry since September 23, 1984 and is a Registered Representative. Kenneth Mintz is also licensed to provide investment advice in Pennsylvania. Kenneth Mintz has been associated with Wells Fargo Clearing Services, LLC since November 2016.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Mill Creek Capital Advisors, LLC

location

CONSHOHOCKEN, PA

0 Disclosures

ADVISOR BIO

Kerry Weinstein is an investment advisor representative at Mill Creek Capital Advisors, LLC. Kerry is registered with the state of Pennsylvania. Kerry has been in the industry since January 2015. Kerry specializes in working with charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, and corporations or other businesses. Mill Creek Capital Advisors, LLC offers investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

CONSHOHOCKEN, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Kevin McCoy is a financial advisor who has been in the industry since 1992. Kevin is currently registered with UBS Financial Services Inc. and has been with the firm since 2022. Prior to that, Kevin worked at Morgan Stanley, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Kevin holds licenses for both securities and investment advisory services. Kevin is registered to provide investment advice in 32 states, including Pennsylvania, Texas, and California. Kevin is also registered with FINRA. Kevin specializes in working with individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Kevin's experience and expertise in the financial services industry makes him well-suited to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Mill Creek Capital Advisors, LLC | CFA ® (Certifications)

location

CONSHOHOCKEN, PA

0 Disclosures

ADVISOR BIO

Kevin Keating is a financial advisor at Mill Creek Capital Advisors, LLC. Kevin has over 18 years of experience in the financial services industry and is a Chartered Financial Analyst. Kevin is a registered Investment Advisor Representative in the state of Pennsylvania. He is a Series 7 and Series 63 licensed professional. Mill Creek Capital Advisors, LLC is a financial advisory firm that provides a variety of financial services, including financial planning, portfolio management, and pension consulting. The firm primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hornor, Townsend & Kent, LLC

location

CONSHOHOCKEN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kevin William Holcombe is a financial professional registered with Hornor, Townsend & Kent, LLC. Kevin's career in the financial services industry began on June 8, 2015. Kevin is licensed to offer securities in Pennsylvania and has a Series 63, Series 6 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Diversify Advisory Services, LLC

location

Conshohocken, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Crowley is a financial advisor with Diversify Advisory Services, LLC based in Conshohocken, PA. Kevin has been in the industry since December 19, 2007, and has held previous roles at Hornor, Townsend & Kent, LLC, MetLife Securities Inc., and Northwestern Mutual Investment Services, LLC. Kevin Crowley is registered with the state of Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Hornor, Townsend & Kent, LLC

location

CONSHOHOCKEN, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Kennedy is a registered representative and investment advisor representative with over 18 years of experience in the financial industry. Kevin is currently associated with Hornor, Townsend & Kent, LLC, in Conshohocken, Pennsylvania. Previously, Kevin was with ING Financial Partners, Inc. and Hornor, Townsend & Kent, Inc. Kevin holds multiple licenses and certifications including Series 7, 6, 63, 65, 24 and 53. Kevin is an experienced professional in the areas of financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CONSHOHOCKEN, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Grant is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the financial industry since 2011. Kevin has previously worked with LPL Financial LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and NFP SECURITIES, INC.. Kevin holds licenses for Series 63, Series 66, Series 7 and the SIE. Kevin specializes in providing portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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