Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BETHEL PARK, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Darin James Sipe is an investment advisor representative who has been in the financial industry for 3 years. Darin is currently employed by Stifel, Nicolaus & Company, Inc., where he has been since April 2022. Previously, Darin was registered with Morgan Stanley from July 2019 to April 2022.

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

Valic Financial Advisors, Inc.

location

ANDREAS, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Darin Lusch is a financial advisor with Valic Financial Advisors, Inc. Darin Lusch is licensed to provide financial and investment services in Delaware, Florida, Michigan, New Jersey, New York, Pennsylvania, and Virginia. Darin Lusch has been in the financial industry since June 9, 2022. Darin Lusch has a Series 7TO and Series 66 license and is licensed to provide investment advice.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Main Advisory, Inc. | CFP ® (Certifications)

location

CANONSBURG, PA

0 Disclosures

ADVISOR BIO

Darla Diane Main is a financial advisor with Main Advisory, Inc., a firm that offers financial planning, investment management, and pension consulting services. Darla has been in the financial services industry for over 30 years and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Darla holds the Certified Financial Planner designation and has passed the Series 63, 65, 7, 24 and SIE exams. She is licensed in Pennsylvania and Texas.

SPECIALIZATIONS

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

LPL Enterprise, LLC

location

WARRINGTON, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Darla Kay Zumm is a financial advisor with over 30 years of experience in the industry. Darla has been a registered representative with LPL Enterprise, LLC since September 2024. Previously, Darla was a registered representative with Prudential Financial, LLC and Cetera Advisor Networks LLC. Darla specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

CAMP HILL, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darla Marie Huber is a financial advisor registered with LPL Financial LLC in CAMP HILL, PA. Darla has been in the financial services industry since 1997. Her previous experience includes roles at JANNEY MONTGOMERY SCOTT LLC and PRUDENTIAL SECURITIES INCORPORATED. Darla is licensed to provide financial services in a number of states, including Delaware, Florida, New York, Ohio, Pennsylvania, Texas, and Vermont. She is also registered as an Investment Advisor Representative in 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merit Financial Advisors

location

Williamsport, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Darla Wise is a financial advisor with over 14 years of experience in the industry. Darla is currently registered with Merit Financial Advisors, and holds a Series 6, 7, 63, and 65 license, as well as the SIE. Darla has worked with individuals, families, businesses, and charitable organizations, and has a wealth of experience providing financial planning, investment management, and retirement planning services.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

SEWICKLEY, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Darlene Tierney is a financial advisor with over 20 years of experience in the industry. Darlene Tierney is a registered representative of Ameriprise Financial Services, LLC. Darlene Tierney is currently licensed in Pennsylvania and is an active member of the BrokerCheck program. Darlene Tierney provides a range of services to her clients, including financial planning, portfolio management, and educational seminars. Darlene Tierney is committed to providing her clients with personalized service and helping them achieve their financial goals. Darlene Tierney's experience includes serving as a registered representative of Ameriprise Advisor Services, Inc., from 2001 to 2009. Darlene Tierney has a proven track record of success and a commitment to serving the needs of her clients.

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

SPC | CFP ®,CFC ® (Certifications)

location

PITTSBURGh, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Darlene Jean Bonson is a financial professional with over 30 years of experience in the financial services industry. Darlene has a strong background in providing financial planning and investment advice to a diverse clientele, including individuals, families, businesses, and retirement plans. She has a Series 7, Series 63, and SIE license and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Pennsylvania. Darlene is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). She is currently affiliated with SPC, a firm known for its focus on providing financial planning and investment advisory services. Darlene is passionate about helping clients achieve their financial goals and has a reputation for providing personalized and comprehensive financial advice.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Darnell Maurice Forde is a registered investment advisor representative with Vanguard Advisers, Inc. Darnell Forde has been in the industry since 2013 and has a wide range of experience in the financial services industry. Darnell Forde is a Series 6, 7, 24, 63, and 66 licensed professional.

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. | CFC ® (Certifications)

location

Erie, PA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darrell Stoner is a financial advisor with Geneos Wealth Management, Inc. He has been in the financial services industry since 1982. His areas of expertise include financial planning, portfolio management, and pension consulting. Darrell is also a Chartered Financial Consultant. Geneos Wealth Management is a registered investment advisor that provides financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

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

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