Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

EPHRATA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tristan Judd Haas is a financial advisor with Wells Fargo Clearing Services, LLC. Tristan is licensed to provide investment advice in Pennsylvania. Tristan has been in the industry since June 2024. Tristan specializes in securities, mutual funds, variable contracts, and other investments.

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

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

0 Disclosures

ADVISOR BIO

Tristan Hulme is a registered representative of Equitable Advisors, LLC. Tristan has 2 product exams, and is registered with FINRA and PA, with a registration start date of 9/25/2024. Tristan is an active advisor with 1 current employment. Tristan works out of the Conshohocken, PA branch of the firm. The firm's main office is in New York, NY.

SPECIALIZATIONS

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

LPL Financial LLC

location

LANCASTER, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tristan Andrew Hill is an active investment advisor representative with LPL Financial LLC. Tristan has been in the industry since 2017 and is registered with the state of Pennsylvania as well as several others. Tristan’s prior experience includes roles at CUNA Brokerage Services, Inc., Santander Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tristan is also registered as an investment advisor representative in Pennsylvania. Tristan Andrew Hill’s areas of specialization include Retirement Planning, College Savings, Estate Planning, and Insurance Planning.

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

TLG Advisors, Inc.

location

Pittsburgh, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tristan Gabriel Leopold is a financial advisor with TLG Advisors, Inc. Tristan is a registered representative in Pennsylvania and has been in the industry since June 2014. He holds Series 63, Series 6TO, and SIE licenses and specializes in financial planning, portfolio management for businesses and individuals, and placement of institutional funds.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CARLISLE, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Triston Theodore Cooper is a financial advisor at Edward Jones in CARLISLE, PA. Triston has been in the industry since 2023. Triston is registered with FINRA as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Triston's state licenses include Pennsylvania, Virginia, New Jersey, and West Virginia. Triston has passed the following securities exams: Series 7TO, SIE, and Series 66. Triston has experience working with individuals, businesses, partnerships, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Chancellor Financial Group WB LP

location

WILKES-BARRE, PA

0 Disclosures

ADVISOR BIO

Troy Edwards is an Investment Advisor Representative registered in Pennsylvania. Troy Edwards is associated with Chancellor Financial Group WB LP. Troy Edwards holds the Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Gladstone Wealth Partners

location

Dickson City, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Troy Edward Langendoerfer is a financial advisor at Gladstone Wealth Partners. Troy has been in the financial industry since 2015. He holds the Series 66, Series 7TO and SIE licenses. Troy is registered with FINRA and the states of Pennsylvania, New Jersey, New York, and Virginia. Troy specializes in retirement planning, financial planning, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Stroudsburg, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Troy Harvey Smith is a financial advisor with Ameriprise Financial Services, LLC. Troy has been in the financial services industry since December 3, 1985. Troy has Series 7, Series 63, and Series 65 licenses and is registered with the state of Pennsylvania. Troy also holds the Securities Industry Essentials Examination (SIE). Troy has previously worked with Cetera Investment Services LLC and Wall Street Investor Services. Troy specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Troy Carl Watson is a financial advisor with Vanguard Advisers, Inc. Troy has been in the financial services industry since 1995. Troy is registered with FINRA and the State of Pennsylvania as well as the State of Texas as an Investment Advisor Representative. Troy specializes in providing financial planning, portfolio management for individuals and businesses, 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

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Troy Clements is a financial professional with experience in the industry. Troy is currently registered with MML Investors Services, LLC and has held previous roles with Northwestern Mutual Investment Services, LLC. Troy is a Series 7, Series 63, and Series 65 licensed professional. Troy's areas of specialization include asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

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