Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Lancaster County Financial Group, LLC

location

LANCASTER, PA

experience

34 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Christopher Hasircoglu is a financial advisor based in Lancaster, Pennsylvania. Christopher is an Investment Advisor Representative with Lancaster County Financial Group, LLC. Christopher has been in the financial services industry since 1990. Christopher has worked at several firms throughout his career, including Securities America, Inc., Securities Service Network, LLC, A. CH. Securities, Inc., North American Financial Group, Inc., and Keogler, Morgan & Company, Inc. Christopher holds a Series 63 and Series 65 license, as well as Series 7 and Series 24 licenses. Christopher's current employment at Lancaster County Financial Group, LLC began in May 2010.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

MIDDLETOWN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brian Dixon is a financial advisor with Edward Jones in Middletown, Pennsylvania. Christopher Dixon has been in the financial services industry since 2007. Christopher Dixon is registered to provide investment advice in Arizona, Colorado, Florida, Maryland, Michigan, Mississippi, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virgin Islands and Virginia. Christopher Dixon is also a Registered Representative with FINRA.

SPECIALIZATIONS

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

Kovitz Investment Group Partners, LLC

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Christopher Michael Barto is a registered Investment Advisor Representative in Pennsylvania. Christopher is associated with Kovitz Investment Group Partners, LLC. Christopher has been in the securities industry since 2015. Christopher holds the Series 65 license.

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
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

SEWICKLEY, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Hutchinson is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with Wells Fargo Clearing Services, LLC in Pennsylvania and District of Columbia. Prior to joining Wells Fargo Clearing Services, LLC, Christopher worked at Ameriprise Financial Services, Inc. and A. G. Edwards & Sons, Inc. Christopher's primary focus is providing investment consulting services to institutional clients as well as financial planning and portfolio management for individuals and businesses.

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
location

State College, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brian Jones is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Morgan Stanley in State College, Pennsylvania. Christopher is also registered with the Securities Industry and Financial Markets Association (FINRA) and holds Series 7, Series 63, and Series 65 licenses. Before joining Morgan Stanley, Christopher worked at CITIGROUP GLOBAL MARKETS INC. Christopher provides investment advice to individuals, families, and businesses. Christopher also offers financial planning services, including retirement planning, college savings, and estate planning. Christopher holds a degree from Penn State University and is an active member of the community.

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

Truist Advisory Services, Inc.

location

Pittsburgh, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher D. Burton is a financial advisor with Truist Advisory Services, Inc. Christopher has been in the financial industry since 2001 and is licensed to provide financial advice in multiple states. Christopher has worked with a variety of financial firms throughout his career, including INFINEX INVESTMENTS, INC. and Essex National Securities, LLC. Christopher holds the Series 6, 7, 63, 65 and 66 licenses as well as the SIE certification. Christopher specializes in providing financial advice to individuals, businesses, and institutions. He is also a published author on various financial topics.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

MEDIA, PA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Munafo is a financial advisor who has been in the industry since 1986. Currently, Christopher Munafo is registered with Janney Montgomery Scott LLC, working out of their Media, PA office. Christopher Munafo also has experience with Equitable Advisors, LLC and has a proven track record of serving clients across various financial planning needs. Christopher Munafo holds multiple industry licenses and designations including Series 63, 65, 7, 8, 9, 10, 15 and SIE. In addition to Janney Montgomery Scott LLC, Christopher Munafo has been affiliated with Equitable Advisors, LLC and Janney Montgomery Scott LLC. Christopher Munafo is currently registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia. Christopher Munafo is also a managing director of Fosterdawg Development, LLC, a real estate development company, and Augusta Circle Properties LLC, a residential property development company, both located in Ocean City, NJ.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Yamamoto is a financial advisor who has been in the industry since 2022. Christopher has a Series 7TO, Series 66 and SIE license and is currently registered with the state of Pennsylvania and Texas. Christopher Yamamoto works for Vanguard Advisers, Inc. and is located in Malvern, Pennsylvania.

SPECIALIZATIONS

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

Geneos Wealth Management, Inc.

location

LANCASTER, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christopher John Miller is a registered investment advisor with over 27 years of experience in the financial services industry. Christopher is currently employed by Geneos Wealth Management, Inc. and Personal Wealth Advisory, LLC in Lancaster, Pennsylvania. Christopher John Miller holds the Series 63, 66, 53, 7 and SIE licenses and is registered in 14 states. Christopher works with individuals, corporations, and charitable organizations. Christopher provides a variety of financial planning services, including portfolio management, pension consulting, financial planning and educational seminars. Christopher's practice is focused on helping clients 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
Unclaimed
location

RADNOR, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Buckley is a financial advisor with over 5 years of experience in the industry. Christopher has a broad range of experience working with individuals, businesses, and institutions. Currently, Christopher Buckley is a registered representative and investment advisor representative with Osaic FA, Inc. Previously, Christopher Buckley was registered with WELLS FARGO SECURITIES, LLC, NYLIFE SECURITIES LLC, and CAPITAL ONE INVESTING, LLC. Christopher Buckley holds a Series 66, Series 14, Series 26, Series 39, Series 22TO, Series 6TO, Series 99TO, Series 82TO, Series 7, and SIE license and is licensed in 53 states. Christopher Buckley is a qualified financial advisor to help you reach your financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.

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