Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

GYL Financial Synergies, LLC | CFA ® (Certifications)

location

Wayne, PA

0 Disclosures

ADVISOR BIO

Brian Jeffrey Howles is an investment advisor representative with GYL Financial Synergies, LLC. Brian Howles has been a registered investment advisor since September 19, 2008. Brian Howles is currently registered in Connecticut, Pennsylvania, and Texas. Brian Howles is a Chartered Financial Analyst and has been in the industry since July 2008. Brian Howles has a state exam category of Uniform Investment Adviser Law Examination. Brian Howles's current firm is GYL Financial Synergies, LLC. GYL Financial Synergies, LLC has 43 Investment Advisor Representatives and is headquartered in West Hartford, CT. GYL Financial Synergies, LLC specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

PITTSBURGH, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brian Beal is a registered representative with Fidelity Personal And Workplace Advisors. Brian has been in the financial services industry for over 10 years. Brian is registered in 10 states. Brian has Series 7, Series 66, and SIE securities licenses. Brian's current branch office is located in Pittsburgh, Pennsylvania.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

CRANBERRY TOWNSHIP, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Brian Liptak is a financial advisor at LPL Financial LLC. Brian has been in the industry since 1996 and has a strong background in providing financial planning and investment management services. Brian is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Brian has worked with a variety of clients, including individuals, families, businesses, and retirement plans. He is committed to providing personalized financial advice and 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

Wells Fargo Advisors Financial Network, LLC

location

DUNCANSVILLE, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brian Uhlinger is a financial advisor who has been in the industry since December 2009. Brian is currently registered with Wells Fargo Advisors Financial Network, LLC in Pennsylvania and Texas. Brian has experience working with high-net-worth individuals, corporations, and institutional clients. Brian also has a strong understanding of financial planning and investment management. In addition to the services offered through Wells Fargo Advisors Financial Network, LLC, Brian also provides investment related services through Fair Winds Wealth Strategies, LLC.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

CENTER VALLEY, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brian William Laird is a financial advisor with Fidelity Personal And Workplace Advisors. Brian has been in the industry since April 2018 and has been registered with Fidelity Personal And Workplace Advisors since May 2023. Brian is a Certified Financial Planner and has experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Brian has a total of 5 approved state registrations: Florida, New Jersey, New York, North Carolina, and Pennsylvania. Brian also has a Series 7TO, Series 6, and Series 63. Brian is a strong advocate for helping clients achieve their financial goals, which has been his mission since the start of his career.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFA ® (Certifications)

location

MALVERN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brian Michael Concannon is a financial advisor registered with Vanguard Advisers, Inc. Brian has been in the financial services industry since 2010. Brian holds a Series 63, Series 7TO, Series 6 and Series 24. Brian is a Chartered Financial Analyst. Brian also works for The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Brian Michael Concannon provides financial planning services and portfolio management services for individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

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

Meridian Wealth Partners, LLC | CFA ® (Certifications)

location

BLUE BELL, PA

0 Disclosures

ADVISOR BIO

Brian Kohute is an Investment Advisor Representative at Meridian Wealth Partners, LLC. Brian has over 17 years of experience in the financial services industry. Brian is a Chartered Financial Analyst. Brian specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Brian has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

WAYNE, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Brian Menickella is a financial advisor with LPL Financial LLC. Brian has been in the financial services industry since 1994. Brian provides financial planning and consulting services through Beacon Financial Services, Inc., an independent investment advisor firm. Brian also provides life insurance referrals through TFS Insurance. He is registered to conduct securities business in California, Colorado, Delaware, Florida, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Brian is also registered as an investment advisor in Pennsylvania and Texas. Brian is committed to providing his clients with personalized financial advice and guidance to help them 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

MML Investors Services, LLC

location

Wilkes-Barre, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brian Thomas Weber is a registered representative with MML Investors Services, LLC. Brian is based in Wilkes-Barre, PA and has been in the industry since March 22, 2023. Brian holds the Series 7TO and SIE licenses. MML Investors Services, LLC provides a range of financial services, including investment management, financial planning, and portfolio management for individuals, businesses, and institutions.

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
Unclaimed

Raymond James & Associates, Inc.

location

WILLIAMSPORT, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Brian Christopher Pick is a financial advisor registered with Raymond James & Associates, Inc. Brian Pick has been in the financial services industry since 1996 and has a strong track record of helping clients achieve their financial goals. Brian Pick is committed to providing his clients with personalized service and advice. Prior to joining Raymond James & Associates, Inc., Brian Pick was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian Pick offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Brian Pick is dedicated to helping his clients make informed financial decisions and reach 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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