Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Girard Advisory Services, LLC | CFP ® (Certifications)

location

Souderton, PA

0 Disclosures

ADVISOR BIO

Bruce Freeston is a financial advisor with Girard Advisory Services, LLC. He is a Certified Financial Planner and has been in the industry since 1993. Bruce has experience working with both individuals and businesses and is skilled in providing financial planning, portfolio management, and pension consulting services. He is licensed to provide advisory services in Pennsylvania and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LEMOYNE, PA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Mulvey is a financial advisor with over 40 years of experience in the financial services industry. Bruce is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Bruce is licensed to provide investment advisory services in Pennsylvania. Prior to joining Wells Fargo, Bruce was employed with Prudential Securities Incorporated, where he held various positions. Bruce has a proven track record of providing financial planning and investment management services to individuals, families, and businesses. Bruce is committed to providing personalized and objective advice to his clients to help them achieve their financial goals.

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

RBC Capital Markets, LLC

location

Philadelphia, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Redpath is a financial professional with over 26 years of experience in the securities industry. Bruce is currently a registered representative with RBC Capital Markets, LLC where Bruce has been employed since 2009. Prior to that, Bruce worked with Citigroup Global Markets Inc. Bruce holds Series 7, 10, 24, 57TO, and 63 licenses. Bruce has a strong track record of providing financial guidance and investment strategies to a wide range of clients including high-net-worth individuals, corporations, and institutions.

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

Avantax Advisory Services | CFP ® (Certifications)

location

MACUNGIE, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Bruce D. Hillegass is a financial advisor with over 25 years of experience in the industry. Bruce is a Certified Financial Planner™ professional and holds both Series 7 and Series 66 licenses. Bruce is registered to provide investment advice in Pennsylvania, Florida, New York, and Texas. Bruce is also a registered representative of Avantax Investment Services, Inc. and is affiliated with Avantax Advisory Services. He provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. Bruce specializes in retirement planning, tax planning, and investment management. Bruce has a strong commitment to providing his clients with personalized service and helping 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Conservest Capital Advisors Inc.

location

WYNNEWOOD, PA

0 Disclosures

ADVISOR BIO

Bruce Eugene Kardon is an investment advisor representative of Conservest Capital Advisors Inc. Bruce is a registered investment advisor in Pennsylvania and Virginia. Bruce has been in the industry for 46 years and has been with Conservest Capital Advisors Inc. since 1993. Bruce holds a Series 65 license and a Series 2 license. The firm specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Bruce works with high net worth individuals, families, pension and profit-sharing plans, corporations and other businesses, and individuals other than high net worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Grandview Asset Management LLC

location

HARRISBURG, PA

0 Disclosures

ADVISOR BIO

Bruce Alan Smith is an investment advisor representative with Grandview Asset Management LLC. Bruce has been in the industry since 1987. Bruce is registered with the state of Pennsylvania and holds Series 6, 7, 24, and 63 licenses. Bruce is also a Registered Investment Advisor (RIA) in Pennsylvania.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Stanley Dimicco is a financial advisor with Stifel, Nicolaus & Company, Inc. He is based in Yardley, Pennsylvania. Bruce has been working in the financial services industry since 1984. His firm, Stifel, Nicolaus & Company, Inc., has $1 billion - $10 billion in assets under 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 Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Newtown Square, PA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bruce Eric Lord is a financial advisor with over 30 years of experience in the industry. Bruce is a registered representative of Morgan Stanley and is licensed to provide investment advice in multiple states. Bruce previously held positions at Citigroup Global Markets Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Marketing One Securities, Inc., and Planco Financial Services, Inc. Bruce is a graduate of the University of California, Berkeley and holds a Series 6, 7, 10, 24, 31, 63, and 65 license. Bruce is a board member of the Springfield School District and an executor for an estate. Bruce provides asset allocation advice, financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.

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

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Sham is a financial advisor with MML Investors Services, LLC. Bruce Sham has been working in the financial services industry since 1985. Bruce Sham is registered with the state of Pennsylvania and Texas.

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

Wells Fargo Clearing Services, LLC

location

EASTON, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brunilda Kathy Martinez is a financial advisor at Wells Fargo Clearing Services, LLC. Brunilda has been in the financial industry since December 2005. She has a Series 6, Series 63, and SIE licenses. Brunilda is registered with FINRA and is a registered representative in Pennsylvania and New Jersey.

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

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