Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Robert Edward Farnam is a financial advisor at Janney Montgomery Scott LLC, located in Philadelphia, PA. Robert has been in the financial industry since December 2006. Prior to joining Janney Montgomery Scott, Robert worked at Boenning & Scattergood, Inc. and Keefe, Bruyette & Woods, Inc. Robert holds several licenses and certifications including the Series 7, Series 86, Series 87, and Series 16 exams. Robert is a registered representative in Pennsylvania.

SPECIALIZATIONS

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

Roffman Miller Associates Inc.

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Robert Peters Miller has been in the industry since October 1990 and is currently registered as an Investment Advisor Representative with Roffman Miller Associates Inc. in Philadelphia, Pennsylvania. The firm provides portfolio management for individuals and businesses, financial planning, and educational seminars. Roffman Miller Associates Inc. is a fee-only firm that uses a percentage of assets as their compensation arrangement.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

TROY, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert Williams is a financial advisor with LPL Financial LLC. Robert has been in the financial services industry since 2001 and holds the Series 7, 63, and 65 licenses. Robert has extensive experience in providing financial planning services to individuals, families, and businesses. He also has experience in portfolio management, pension consulting, and educational seminars. Prior to joining LPL Financial LLC, Robert worked at Grove Point Investments, LLC, UVEST Financial Services Group, Inc., and Fortune Financial Services, Inc. Robert is dedicated to helping 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Center Valley, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Robert W. Meuser is an investment advisor representative associated with Ameriprise Financial Services, LLC. Robert has been in the financial services industry for over 20 years. Robert has been registered with the Securities and Exchange Commission since 1999 and has held previous positions with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc, and Wells Fargo Clearing Services, LLC. Robert holds the Series 7, 31, and 66 securities licenses. Robert is registered in 16 states and specializes in portfolio management for individuals and businesses, financial planning, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

MC2 Financial Advisers, Inc. | CFP ® (Certifications)

location

NEWTOWN SQUARE, PA

0 Disclosures

ADVISOR BIO

Robert McCullough is a financial advisor with Mc2 Financial Advisers, Inc. located in Newtown Square, Pennsylvania. Robert has been in the financial services industry since May 2003. Robert is a Certified Financial Planner. Robert's firm provides financial planning, portfolio management for individuals and businesses, and pension consulting. Mc2 Financial Advisers, Inc. has approximately 62 clients and $63,652,194 in assets under management.

SPECIALIZATIONS

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

Apex Financial Advisors, Inc.

location

YARDLEY, PA

0 Disclosures

ADVISOR BIO

Robert Alan Connell is a registered investment advisor representative with Apex Financial Advisors, Inc. Robert Connell has over 40 years of experience in the financial industry. Robert Connell is licensed to offer advisory services in Pennsylvania, Florida, New Jersey, and Texas. Robert Connell has previously held positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., BACHE HALSEY STUART SHIELDS INCORPORATED, BACHE HALSEY STUART INC., BACHE & CO INCORPORATED, and BACHE & CO., INCORPORATED. Robert Connell offers a variety of financial services including financial planning, portfolio management for individuals, and selection of other advisors. Robert Connell specializes in investments for high net worth individuals, investment companies and pension and profit sharing plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
REAL ESTATE INVESTMENT AND MANAGEMENT
Unclaimed

IBN Financial Services, Inc. | CFC ® (Certifications)

location

Center Valley, PA

experience

35 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Robert D'Agosta is a financial professional with over 29 years of experience in the industry. Robert is currently registered with IBN Financial Services, Inc. and has previously been associated with several other firms including BertheL, Fisher & Company Financial Services, Inc. and MONY Securities Corporation. Robert holds licenses for both securities and investment advisory services in multiple states, including New Jersey, Pennsylvania, New York, Texas, Florida, California and more. Robert is a Chartered Financial Consultant and has experience in various areas of financial planning and investment advising. Robert's professional experience allows him to advise individual clients, businesses, and charitable organizations.

SPECIALIZATIONS

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

ON Investment Management Co. | CFP ® (Certifications)

location

CAMP HILL, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Robert Eichinger is a financial advisor registered with ON Investment Management Co. and has been in the financial industry since December 1983. Robert is licensed in 16 states and has a wide range of experience and certifications. Robert is dedicated to helping his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed

Avantax Advisory Services | CFP ® (Certifications)

location

BEAR CREEK VILLAGE, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Robert Lawrence is a financial advisor associated with Avantax Advisory Services. Robert has been working in the financial industry for over 16 years. Robert Lawrence is registered as a financial advisor in Florida and Pennsylvania. Robert holds the Series 7 and Series 63 securities licenses as well as the SIE exam. Robert is also a Certified Financial Planner. Robert has been working with clients since 2013 providing investment advice and financial planning services, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

UBS Financial Services Inc.

location

PHILADELPHIA, PA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Ray Hutchinson is a financial advisor with over 20 years of experience in the industry. Robert currently works for UBS Financial Services Inc., but has previous experience at firms such as Citigroup Global Markets Inc. and AXA Advisors, LLC. Robert holds a Series 66 license and Series 7, Series 31, and SIE licenses. He has been registered to provide investment advice in Pennsylvania and Texas since 2008. Robert's areas of specialization include investment advisory services, financial planning, pension consulting, and portfolio management for individuals and businesses. He is registered to provide investment advice in 33 states.

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

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