Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Raymond James & Associates, Inc.

location

Monroeville, PA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Dustin Helm is a financial advisor who has been in the industry since 1993. Dustin is currently registered with Raymond James & Associates, Inc. and has previously worked with WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Dustin specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. Dustin holds Series 7, Series 31, and SIE licenses.

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
Unclaimed

Ethos Financial Group, LLC

location

KING OF PRUSSIA, PA

0 Disclosures

ADVISOR BIO

Dustin Dowling is a financial advisor who has been in the industry since 2008. Dustin is currently registered with Ethos Financial Group, LLC in Pennsylvania and Louisiana. Dustin is also licensed as an insurance agent, and is appointed with multiple insurance carriers. Dustin focuses on providing insurance products, including life insurance, disability insurance, fixed annuities, indexed annuities, immediate annuities, and long term care products. Dustin has experience working with a variety of client types, including individuals, corporations, high-net-worth individuals, charities, and other investment advisors. Dustin provides a variety of financial planning services, including portfolio management, retirement planning, college savings, and estate planning.

SPECIALIZATIONS

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

West Conshohocken, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Dustin Seidman is an investment advisor representative who has been active in the industry since September 1, 2009. Dustin is registered with Morgan Stanley in Pennsylvania and Texas and has worked with the firm since June 2009. Dustin is also registered in other states and has worked with Morgan Stanley Private Bank, National Association since January 2015. Dustin holds the Series 66, Series 7, Series 31 and SIE exams.

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

LPL Financial LLC | CFP ® (Certifications)

location

WILKES-BARRE, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Dustin Witmer is a financial advisor with LPL Financial LLC. Dustin has been a registered representative in the financial services industry since 2010. Dustin is a Certified Financial Planner. Dustin is registered in 24 states and the District of Columbia. Dustin holds FINRA Series 7, Series 24, and Series 66 registrations. Dustin has been registered with LPL Financial LLC since 2012, and previously was registered with Edward Jones and M&T Securities, Inc. Dustin is currently registered in Virginia. Dustin has a FINRA arbitration designation.

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

Empower Advisory Group, LLC

location

West Mifflin, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Dustin Miller is an investment advisor representative associated with Empower Advisory Group, LLC and is registered with the state of Pennsylvania. Dustin Miller is a licensed investment advisor, with several years of experience in the financial services industry, and is registered with FINRA as well as in 45 states. Dustin Miller specializes in providing financial planning, educational seminars and portfolio management for individuals. Dustin Miller has experience with various types of clients, including high net worth individuals, charitable organizations, and pension and profit-sharing plans. Dustin Miller previously held positions with Citizens Securities, Inc. and Elder Law Management. Dustin Miller is committed to providing his clients with personalized financial guidance and strategies. Outside of the financial services industry, Dustin Miller is also a co-owner of Aiken AI, LLC, a custom software consulting and development firm.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed
location

CAMP HILL, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Dustin O'Brien is a financial advisor with Edward Jones, a firm that has over $824 billion in assets under management. Dustin has been in the industry for over 10 years and is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative and with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Dustin holds a Series 7 and Series 63 license, as well as a Series 65 license. He is also registered to provide investment advice in multiple states including Pennsylvania, Texas, Arizona, California, and many others. Dustin is dedicated to providing customized financial solutions to individuals, families, and businesses. His specialties include retirement planning, college savings, and estate planning.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

MECHANICSBURG, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Dustyn Lynn Solomon is a financial advisor who has been in the industry since December 2004. Dustyn is registered with Equitable Advisors, LLC and has been with them since September 2004. The advisor holds a Series 7, Series 66, and SIE licenses and has been registered as a broker-dealer and investment advisor in Ohio and Pennsylvania. In addition to working as a financial advisor, Dustyn also coaches baseball.

SPECIALIZATIONS

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

J. W. Cole Advisors, Inc.

location

Lancaster, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Duy Vo is a financial advisor who is registered with the state of Pennsylvania. Duy has been in the industry since 2018 and has experience with firms like Morgan Stanley and Wells Fargo Clearing Services, LLC. Duy is currently registered with J. W. Cole Advisors, Inc. and offers a range of services, including financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

GREENCASTLE, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Dwayne Marvin Horst is a registered representative with Truist Advisory Services, Inc.. Dwayne has been in the securities industry for over 18 years, working with a variety of clients, including individuals, businesses, corporations, charitable organizations, and non-profit organizations. He is licensed to provide financial advice in numerous states and is committed to helping clients achieve their financial goals. Prior to joining Truist Advisory Services, Inc., Dwayne held positions with BB&T Securities, LLC, CETERA INVESTMENT SERVICES LLC, and IFMG SECURITIES, INC., among other firms. Dwayne specializes in providing financial planning, portfolio management, and wealth management services.

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

Truist Advisory Services, Inc.

location

ALLENTOWN, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Dwayne O. Marsh is an investment advisor representative at Truist Advisory Services, Inc., located in Allentown, PA. Dwayne Marsh has been in the financial services industry since September 12, 2011. Dwayne Marsh is registered with the state of Pennsylvania and holds the Series 66, SIE, and Series 7 licenses. Dwayne Marsh provides financial planning services, portfolio management for individuals and businesses, and wrap fee products. Dwayne Marsh's previous employment includes positions at Citizens Securities, Inc., Santander Securities LLC, PNC Investments and Morgan Stanley Smith Barney.

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

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