Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

DOYLESTOWN, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Richard Kidron is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Richard has been in the industry since December 22, 1987, and holds licenses for Florida and Pennsylvania. The firm has a main office located in St. Louis, MO, and has over 2,220 licensed agents.

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Richard McElwee is an investment advisor representative at Vanguard Advisers, Inc., with over 6 years of experience in the financial services industry. Richard is registered with the state of Pennsylvania as an investment advisor representative. Richard specializes in providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. Richard has a Series 7, Series 63, and Series 66 license.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PHILADELPHIA, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Richard Woolbert is a financial advisor at Wells Fargo Clearing Services, LLC. Richard has been in the industry since 1987. He is registered to provide investment advice in several states. Richard also holds a Series 7, 3, 63, 65, and 66 licenses. His main area of expertise is helping individuals and businesses develop financial plans.

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

Osaic Wealth, Inc.

location

EASTON, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Richard Martin Shaplin is a financial professional who has been in the industry since July 25, 2000. Richard is currently registered with Osaic Wealth, Inc. in Easton, Pennsylvania. Osaic Wealth, Inc. provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other financial advisory services. Richard has held a Series 6 license since July 25, 2000, and a Series 63 license since September 21, 2000. He also holds the Securities Industry Essentials (SIE) Examination.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

ERIE, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Richard Kress is a financial advisor with Osaic Wealth, Inc. Richard is registered with FINRA and the state of Florida, North Carolina, Ohio, Pennsylvania, Texas, Vermont and Washington. Richard specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

CONSHOHOCKEN, PA

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Thomas Carlin is a registered investment advisor representative with RBC Capital Markets, LLC. Richard has been in the securities industry since May 21, 1980. Richard has held past roles at Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated and Salomon Smith Barney Inc. Richard Carlin is currently registered with RBC Capital Markets, LLC in Pennsylvania and South Carolina. Richard has a wide array of experience in the investment field and holds several licenses and certifications. Richard has worked in Conshohocken, PA since 2008. Richard is dedicated to providing clients with personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Richard Sobel is a financial advisor at Vanguard Advisers, Inc. Richard has been in the financial industry since November 2008. Richard has a wide range of experience, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Citizens Securities, Inc. Richard is licensed in Pennsylvania and Texas.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Abington, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Richard Debrocco is an investment advisor representative with J.p. Morgan Securities LLC. Richard has been in the industry since 2011. Richard has a series of registrations, including Series 63, Series 66, Series 7, and Series 6. Prior to joining J.p. Morgan Securities LLC, Richard was employed at Citizens Securities, Inc., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, VANGUARD MARKETING CORPORATION, and PRUCO SECURITIES, LLC.

SPECIALIZATIONS

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

Alvin Clay Financial Advisors, LLC

location

JENKINTOWN, PA

0 Disclosures

ADVISOR BIO

Richard E Borowy is an Investment Advisor Representative associated with Alvin Clay Financial Advisors, LLC. Richard has a Series 65 license and is registered with the state of Pennsylvania. He has been in the securities industry for over 35 years.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

PLAINS, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Richard Brewington is a financial advisor at Park Avenue Securities LLC in Plains, PA. Richard has over 23 years of experience in the financial services industry and is registered with FINRA as a Series 6 and Series 63 licensed representative. Richard holds the SIE exam and has worked at firms like Guardian Investor Services Corporation. Richard focuses on providing financial planning, educational seminars, and portfolio management services to individuals.

SPECIALIZATIONS

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

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