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Advisors in Pennsylvania
16,409 Results
Unclaimed

Raymond James & Associates, Inc.

location

BEAVER, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Todd Christopher Todorich is a financial advisor at Raymond James & Associates, Inc. Todd has been in the financial industry since December 2, 1995. He currently holds registrations in Pennsylvania and Texas. Todd has experience at several firms including Merrill Lynch and Dean Witter Reynolds.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh - Butler, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Todd Steven Fleming is a financial advisor with over 7 years of experience in the financial services industry. Todd is registered with Robert W. Baird & Co. Inc. and has a Series 7, Series 66 and SIE licenses. Prior to joining Robert W. Baird & Co. Inc., Todd was with HEFREN-TILLOTSON, INC.. Todd has a strong track record of success in providing financial advice to individuals, families, businesses, and institutions. Todd specializes in a variety of financial planning and investment services, including retirement planning, college savings, estate planning, and investment management.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

PAOLI, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Todd Ian Gibbs is a financial professional with over 15 years of experience in the industry. Todd is currently registered with Wells Fargo Clearing Services, LLC and has Series 6, 7, and 63 licenses as well as the SIE. Todd is registered in 16 states and holds a variety of specializations.

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

Raymond James Financial Services Advisors, Inc.

location

YORK, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Todd Lavere Miller is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Todd Lavere Miller has been in the industry since February 4, 1993 and holds Series 7 and Series 63 licenses. Todd Lavere Miller is also a registered investment advisor 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Evergreen Wealth Solutions, LLC | CFP ® (Certifications)

location

WILLIAMSPORT, PA

0 Disclosures

ADVISOR BIO

Todd Michael Rishel is an investment advisor representative with Evergreen Wealth Solutions, LLC. Todd has over 30 years of experience in the financial services industry. Todd holds Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner. Todd has been registered with Evergreen Wealth Solutions, LLC since July 2023. Prior to that, Todd was registered with LPL Financial LLC, M&T Securities, Inc., Keystone Brokerage, LLC, Pruco Securities Corporation and The Prudential Insurance Company of America.

SPECIALIZATIONS

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

Lincoln Investment

location

Horsham, PA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Todd Peters is a financial advisor registered in the state of Pennsylvania. He is currently registered with Lincoln Investment and Capital Analysts. Todd has been in the financial industry since 1983. Todd holds both Series 6 and Series 7 licenses. Todd's primary office is located in Horsham, Pennsylvania, but he also works out of the Lansdale, Pennsylvania office. He offers a variety of financial planning services for both individuals and businesses.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

CONSHOHOCKEN, PA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Robert Ockovic is an investment advisor representative with Hornor, Townsend & Kent, LLC. Todd has been in the industry since November 23, 1992. Todd has passed the Series 6, 7, 26, 63, and SIE exams. Todd also holds registrations in 15 states. Todd's previous experience includes working with MetLife Securities Inc. and Metropolitan Life Insurance Company.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Todd Bechtel is an investment advisor representative with Vanguard Advisers, Inc. Todd has been in the industry since 1996 and is registered with the state of Pennsylvania. Todd holds several licenses, including the Series 6, Series 7, Series 63, and Series 65. Todd Bechtel is a Certified Financial Planner. Todd is an experienced advisor who can help clients with a wide range of financial needs, including portfolio management, financial planning, and selection of other advisors.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

CANNONSBURG, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Todd Fabic is a financial advisor with Janney Montgomery Scott LLC. Todd has been in the industry since September 17, 2000, and has a strong track record of success. Todd is registered to provide investment advice in 27 states and is licensed to sell securities in 24 states.

SPECIALIZATIONS

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

READING, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Todd Robert Newman is a financial advisor in Reading, PA. Todd has been in the financial services industry for over 30 years, and currently works for Morgan Stanley. Todd has a strong background in investment management, working for a number of firms including Prudential Securities, Salomon Smith Barney, SEI Financial Services Company, Wells Fargo Advisors and Morgan Stanley. Todd has a broad range of experience in helping individuals, families, corporations, and institutions with their financial needs.

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
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