Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Byrd is a financial professional with experience in the financial services industry. Christopher has been registered with FINRA since 2022 and holds the Series 63, Series 6TO, and SIE licenses. Christopher is currently registered with Wells Fargo Clearing Services, LLC and has previously worked at J.P. Morgan Securities LLC and Key Investment Services LLC. Christopher provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

Flax Pond Capital, LLC | CFA ® (Certifications)

location

MERION STATION, PA

0 Disclosures

ADVISOR BIO

Christopher Zafiriou is a financial advisor in Merion Station, Pennsylvania with experience as an investment advisor representative. Christopher has been in the industry since 2008. Christopher is a Chartered Financial Analyst and currently holds the designation "Chartered Financial Analyst" . Christopher is registered with Flax Pond Capital, LLC. Christopher's firm, Flax Pond Capital, LLC, has a total of 127 clients. Their regulatory assets under management (AUM) are $177,373,697. Flax Pond Capital, LLC is a registered investment advisor. The firm's main office is located in Falmouth, MA. The firm provides financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Bystrom is a registered investment advisor representative with Vanguard Advisers, Inc. Christopher has been in the financial services industry since October 2013. Christopher holds the Series 63, Series 66, Series 7, and SIE licenses. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in 53 states and the District of Columbia. Christopher is a limited agent for his parents and has been working with them since 2020.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NEWTOWN, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Slowey is a financial advisor with UBS Financial Services Inc. based in Newtown, Pennsylvania. Christopher has been in the financial services industry since 2006. Christopher is registered with the state of New Jersey, Pennsylvania, and Texas. Christopher holds FINRA Series 7, 63, and 65 licenses. Christopher specializes in providing financial advice to 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Greenbriar & Associates LLC | CFA ® (Certifications)

location

LANCASTER, PA

0 Disclosures

ADVISOR BIO

Christopher Ginder is an investment advisor representative. Christopher has been in the industry since August 2008. Christopher is a Chartered Financial Analyst and holds a Series 65 license. Christopher currently works at Greenbriar & Associates LLC and is registered in Pennsylvania. Christopher also works at Bryn Mawr Trust. Christopher previously worked at RKL Wealth Management, LLC, Sageworth Trust Company, and was unemployed from September 2022 to November 2023.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

BERWYN, PA

0 Disclosures

ADVISOR BIO

Christopher Michael Schuch is a financial advisor with over 10 years of experience in the financial services industry. Christopher is currently registered with Mariner Wealth as a Registered Investment Advisor. Christopher previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Valmark Securities, Inc.. Christopher is also a Certified Financial Planner™ professional. Christopher is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Johnson & White Wealth Management LLC | CFP ® (Certifications)

location

YORK, PA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Johnson is a financial advisor who has been in the industry since 1999. Christopher is a Managing Director and Co-owner of Johnson & White Wealth Management LLC in York, PA. Christopher has a wide range of experience in financial planning and portfolio management. Christopher is registered with the state of Pennsylvania as an Investment Adviser Representative and a Registered Representative. Christopher holds the Series 7, Series 31, and SIE licenses. Christopher is also a Certified Financial Planner. Christopher has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Christopher's services include financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Waldron Private Wealth | CFP ® (Certifications)

location

BRIDGEVILLE, PA

0 Disclosures

ADVISOR BIO

Christopher Keller is an active Investment Advisor Representative at Waldron Private Wealth. Christopher has been in the industry since 1999 and has a wealth of experience in providing financial planning and portfolio management for individuals. Christopher is also a Certified Financial Planner.

SPECIALIZATIONS

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

Bryn Mawr Capital Management, LLC | CFA ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Christopher Krumenacker jr is a registered investment advisor representative associated with Bryn Mawr Capital Management, LLC. Christopher is a Chartered Financial Analyst and has been in the industry since June 2014. Christopher is a member of the Pennsylvania Securities Division. Christopher has experience in various areas of financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISORY SERVICES
Unclaimed

SEI Investments Management Corp.

location

OAKS, PA

0 Disclosures

ADVISOR BIO

Christopher Rice is a registered Investment Advisor Representative with SEI Investments Management Corp. based in OAKS, PA. Christopher has been working in the financial services industry since April 1999 and has experience providing financial planning, portfolio management for individuals and businesses, as well as for investment companies and pooled investment vehicles. Christopher is a registered representative in Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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