Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Janney Montgomery Scott LLC

location

CANNONSBURG, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ryan McNamara is a financial advisor with Janney Montgomery Scott LLC. Ryan has been in the financial services industry since 2008 and is registered to provide investment advice in multiple states. Ryan is licensed to offer a variety of investment products and services, including financial planning, portfolio management, and pension consulting. Ryan is committed 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
Unclaimed

Charles Schwab & CO., Inc.

location

Lancaster, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Vernon is a financial professional with over 15 years of experience in the industry. Ryan has worked for several firms including TD Ameritrade, Scottrade, and SEI Investments Distribution Co. Currently, Ryan is registered with Charles Schwab & CO., Inc. and is licensed to offer investment advice and securities trading services in multiple states. Ryan specializes in providing financial planning advice and investment management services to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Financial Advisory Services, LLC

location

GETTYSBURG, PA

0 Disclosures

ADVISOR BIO

Ryan Andrew Fox is an investment advisor representative and registered investment advisor with Financial Advisory Services, LLC in Pennsylvania. Ryan has been in the industry since 1997 and has experience in the fields of financial planning and portfolio management for individuals. Ryan has a state exam category of Series 65 and Series 63, as well as product exam categories of Series 31 and Series 7. Ryan holds an adjunct professorship at Elizabethtown College in Economics, teaching courses in micro and macroeconomics since 2003, and is also an adjunct professor at Eastern University, teaching finance courses in the MBA program since 2008.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

MYERSTOWN, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Arthur Weigle is a financial advisor registered with LPL Financial LLC and has been in the industry since May 29, 2006. Ryan is licensed in Colorado, Florida, Illinois, New Jersey, Ohio, Pennsylvania, and Texas. Ryan also holds FINRA Series 7 and 66 securities licenses. Ryan is currently registered as an Investment Advisor Representative with LPL Financial LLC. In the past, Ryan was registered with Cetera Investment Services LLC and Cetera Advisor Networks LLC.

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

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ryan Leonard is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since December 2010. Ryan holds the Series 3, 7, 57TO, and SIE licenses. Ryan specializes in a variety of financial services including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC | CFP ® (Certifications)

location

CONSHOHOCKEN, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Galardi is a financial advisor with RBC Capital Markets, LLC. Ryan has over 19 years of experience in the financial services industry. Ryan has a strong background in investment management and financial planning. Ryan is also a Certified Financial Planner. Ryan's expertise includes portfolio management, financial planning, and retirement planning. Ryan is committed to providing clients with personalized financial advice and guidance. Prior to joining RBC Capital Markets, LLC, Ryan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Claymore Securities, Inc.

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

Roffman Miller Associates Inc.

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Ryan Timothy Crooks is a financial advisor who has been registered with the state of Pennsylvania since May 13, 2008. Ryan currently works for Roffman Miller Associates Inc., located in Philadelphia, PA. Ryan specializes in Financial Planning, Educational Seminars and Portfolio Management for Individuals. Ryan has previously worked at STERNE, AGEE & LEACH, INC. and FTN FINANCIAL SECURITIES CORP.

SPECIALIZATIONS

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

Insight Advisors, LLC

location

Newtown, PA

0 Disclosures

ADVISOR BIO

Ryan Davies is a financial advisor with over 10 years of experience in the industry. Ryan is currently registered as an Investment Advisor Representative with Insight Advisors, LLC and is located in Newtown, Pennsylvania. Previously Ryan has worked for Purshe Kaplan Sterling Investments and Lincoln Financial Distributors, Inc. Ryan is a licensed Series 6, 7, 63 and 66. Ryan specializes in providing financial planning, portfolio management and selection of other advisors to individuals and high net worth individuals.

SPECIALIZATIONS

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

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

location

Conshohocken, PA

0 Disclosures

ADVISOR BIO

Ryan Campbell is a financial advisor with Mill Creek Capital Advisors, LLC. Ryan has been in the industry since June 2014. Ryan has a Series 65 license and is registered in Pennsylvania. Ryan is also a Certified Financial Planner and a Chartered Financial Analyst. Ryan's firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm manages over $8 billion in assets.

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

Citizens Securities, Inc.

location

WEST CHESTER, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Christopher News is a financial professional registered with Citizens Securities, Inc. Ryan has been in the financial services industry since June 3, 2017 and has a Series 6, Series 63 and SIE license. Ryan was previously registered with WELLS FARGO CLEARING SERVICES, LLC. Ryan has experience in financial planning, portfolio management for individuals and participation in a wrap fee program. Ryan is registered to provide investment advice in Pennsylvania.

SPECIALIZATIONS

No specializations listed.

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