Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

True Wealth Design, LLC

location

SEWICKLEY, PA

disclosure

1 Disclosures

ADVISOR BIO

Tiffany Broomfield is an investment advisor representative with True Wealth Design, LLC. Tiffany has been in the financial services industry for over 8 years. Prior to joining True Wealth Design, LLC Tiffany worked at Equitable Advisors, LLC and Connolly Financial Services. Tiffany holds the Series 6, 7, 63, and 65 licenses and the SIE. Tiffany's areas of specialization include retirement planning, financial planning, insurance, and college savings plans.

SPECIALIZATIONS

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

Cornerstone Advisors Asset Management, LLC | CFC ® (Certifications)

location

BETHLEHEM, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Gilbert is a registered investment advisor representative with Cornerstone Advisors Asset Management, LLC. Tiffany has been in the financial services industry since December 1997, and holds the Series 63, Series 65, Series 7 and SIE licenses. Tiffany works with clients to help them develop financial plans and manage their investments. Tiffany has experience working with corporations, other businesses, individuals, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Cornerstone Advisors Asset Management, LLC is an independent investment advisory firm located in Bethlehem, PA. The firm provides a variety of investment services, including 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

Charles Schwab & CO., Inc.

location

Wayne, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tiger Stidnick is a financial professional at Charles Schwab & CO., Inc. Tiger has been in the industry since September 2018. Tiger holds the Series 7 and 66 securities licenses and the SIE exam and is registered as a broker in 28 states and as an investment advisor in Pennsylvania and Texas. Tiger's experience is primarily in asset-based fee programs and subscription pricing for financial planning.

SPECIALIZATIONS

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

Morgan Stanley

location

Berwyn, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tim Calio is an investment advisor representative currently registered with Morgan Stanley. Tim has been working in the financial industry since 2017. Tim has a Series 7, Series 63, and Series 66 license. Tim is registered in 36 states, including Pennsylvania and Texas. Tim specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations. Tim previously worked at J.P. MORGAN SECURITIES LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wealthcare Advisory Partners LLC

location

WEST CHESTER, PA

0 Disclosures

ADVISOR BIO

Timmy Lee Baker is an investment advisor representative with Wealthcare Advisory Partners LLC, a firm with offices in Jupiter, Florida, and West Chester, Pennsylvania. Timmy has been in the financial industry since 1984, and has held previous positions with firms such as NFP Securities, Inc., WFG Investments, Inc., Raymond James Financial Services, Inc., and Prudential Securities Incorporated. Timmy has earned the Series 63, Series 65, Series 7, Series 24, and Series 51 licenses. In addition to investment advisory services, Timmy is also an author and owner of Conscious Wealth, LLC, a business that focuses on marketing and distribution of his book, The Awakened Investor. Timmy's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

YORK, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Sutherland is a financial advisor with Cambridge Investment Research Advisors, Inc. located in YORK, Pennsylvania. Timothy has been working in the financial services industry since 2003 and is a Registered Representative with FINRA and licensed in numerous states. He has a broad range of experience in providing investment advice to individuals, families, and businesses. Timothy Sutherland is a Certified Financial Planner and is committed to providing his clients with personalized financial advice and strategies that meet their unique needs and goals.

SPECIALIZATIONS

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

Principal Securities, Inc. | CFP ® (Certifications)

location

Wayne, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Dwyer is a financial advisor who has been in the industry since 1984. Timothy Dwyer currently works for Principal Securities, Inc. in Wayne, PA. Timothy Dwyer holds the following licenses: Series 6, Series 63, and SIE. Timothy Dwyer also has the Certified Financial Planner designation.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Timothy John Walsh is a registered Investment Advisor Representative with Vanguard Advisers, Inc. Timothy holds licenses in Pennsylvania and Texas. Timothy has been in the securities industry for over 7 years. He is also a contracted driver for Uber, Lyft, DoorDash, and Grubhub. Timothy has worked with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Timothy offers investment advice, financial planning, and portfolio management services.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

GLENMOORE, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Cicala is an investment advisor representative at Equitable Advisors, LLC, a registered investment advisor. Timothy Cicala is licensed to provide investment advice in 29 states and has been in the financial services industry since August 28, 2019. Timothy Cicala offers portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

NEWTOWN SQUARE, PA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Irvine is a financial advisor who has been in the industry since 1994. Timothy is currently registered with MML Investors Services, LLC and holds Series 6, Series 63 and SIE licenses. Timothy has previously worked for MSI Financial Services, INC. and New England Securities. Timothy specializes in providing financial planning, portfolio management, and educational seminars. Timothy is also a licensed insurance agent. Timothy is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Need help matching

with the right advisor?