Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Allegheny Financial Group Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ralph Samuel Boyd is a financial advisor with over 24 years of experience in the industry. Ralph is registered with Allegheny Financial Group Ltd., and is licensed to offer investment advice in 21 states. He has a strong background in financial planning and portfolio management, specializing in financial planning, portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles. Ralph is committed to helping clients achieve their financial goals and provides personalized financial advice. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a graduate of the Uniform Investment Adviser Law Examination (Series 65) and the General Securities Representative Examination (Series 7). Ralph has a proven track record of success and is dedicated to providing his clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

River Wealth Advisors LLC

location

CAMP HILL, PA

0 Disclosures

ADVISOR BIO

Ralph Manna is an Investment Advisor Representative associated with River Wealth Advisors LLC. Ralph is currently registered in Pennsylvania. Ralph has been in the industry since 2001. Ralph's previous employment was at Charles Schwab & Co., Inc. Ralph has passed the Series 65, Series 66 and Series 7 exams. Ralph specializes in portfolio management for businesses and individuals, as well as financial planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Pruco Securities, LLC

location

FORTY FORT, PA

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Ramona Stoltz is a financial advisor with Pruco Securities, LLC. Ramona has over 25 years of experience in the financial services industry. Ramona specializes in providing financial advice to individuals, corporations, and trusts. Ramona holds both Series 6 and Series 63 licenses and the SIE exam. Ramona is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).

SPECIALIZATIONS

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

PHILADELPHIA, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Rand Issam Andoni is a financial advisor with McAdam LLC, a registered investment advisor. Rand has been in the industry since 2015 and holds Series 6, Series 63, Series 65, and SIE licenses. Rand is a licensed representative in Maryland, Virginia, and Virginia (for investment advisor). Rand primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. In addition to McAdam LLC, Rand is also a technology consultant for Zeva, Inc.

SPECIALIZATIONS

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

Lincoln Investment

location

ERIE, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Randal Buettner is a financial advisor at Lincoln Investment. Randal has been in the industry since 2000 and has experience with Lincoln Investment, LEGEND EQUITIES CORPORATION, VALIC FINANCIAL ADVISORS, INC., THE VARIABLE ANNUITY MARKETING COMPANY, and PRUCO SECURITIES CORPORATION. Randal is licensed to provide investment advice in Pennsylvania. Randal offers investment advisory services including financial planning, portfolio management for individuals, portfolio management for businesses and selection of other advisors.

SPECIALIZATIONS

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

LPL Financial LLC

location

HOPWOOD, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Randal Charles Fields is an investment advisor representative with LPL Financial LLC, located in HOPWOOD, PA. Randal has been in the industry since 1987, and has been with LPL Financial LLC since 2023. Randal has worked previously at OSAIC WEALTH, INC., WALNUT STREET SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Randal holds the Series 6, Series 63, Series 65 and SIE licenses. Randal is registered with the following states: Florida, Georgia, Indiana, Maryland, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Randal also holds the Series 6 and Series 65 licenses, as well as the SIE and the Series 63.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

COLLEGEVILLE, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Randal Robert Defillippis is a financial advisor with over 8 years of experience in the industry. Randal is currently registered with LPL Financial LLC and has been with the firm since July 2021. Previously, Randal worked for Waddell & Reed, Inc. from September 2016 to July 2021, and before that, Randal was employed by PURSHE KAPLAN STERLING INVESTMENTS from October 2014 to October 2016. Randal has a Series 7, Series 66, and SIE license. Randal Robert Defillippis provides financial planning, portfolio management, and consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Lincoln Investment

location

SHIPPENSBURG, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Randall Lee Taylor is a financial advisor with over 16 years of experience in the financial services industry. Randall currently works with Lincoln Investment and Capital Analysts and is registered in Florida, Georgia, Maryland, Pennsylvania, South Carolina, and Virginia. Randall is a Series 6, 7, 63 and 65 licensed professional and holds the SIE license.

SPECIALIZATIONS

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

GWN Securities Inc.

location

MAPLE GLEN, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Randall Hartzel is a registered investment advisor representative with GWN Securities Inc. Randall has been in the industry since 1995 and has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. Randall specializes in providing financial planning, market timing services, and portfolio management services.

SPECIALIZATIONS

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

Confluence Financial Partners | CFP ® (Certifications)

location

MCMURRAY, PA

0 Disclosures

ADVISOR BIO

Randall Holcombe is a financial advisor at Confluence Financial Partners. Randall has been in the financial services industry since June 2014. Randall holds the Series 66, SIE, and Series 7 licenses. Randall is also a Certified Financial Planner. Randall specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Randall has over 3 billion dollars in assets under management.

SPECIALIZATIONS

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

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