Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Kathmere Capital Management, LLC | CFP ® (Certifications)

location

WAYNE, PA

0 Disclosures

ADVISOR BIO

Grant Boyle is a financial advisor who has been working in the industry since 2014. Grant is currently registered with Kathmere Capital Management, LLC, and is licensed in Pennsylvania. Grant holds the Series 65 license and is a Certified Financial Planner. Grant has experience working with high net worth individuals, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth. Grant specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors. Grant has a history of employment with various institutions including Northwestern Mutual, USLI, Saint Joseph's University, and Kathmere Capital Management.

SPECIALIZATIONS

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

LPL Financial LLC

location

BEAVER FALLS, PA

0 Disclosures

ADVISOR BIO

Grayden Jackson is a registered representative with LPL Financial LLC, located in BEAVER FALLS, PA. Grayden's professional experience includes serving clients in the BEAVER FALLS, PA area and surrounding areas. Grayden holds a Series 66 license and has been working in the securities industry for 0 years. LPL Financial LLC is an independent broker-dealer and registered investment advisor.

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Graydon Reme Schunkewitz is a financial advisor registered with Vanguard Advisers, Inc. Graydon has been in the financial services industry since July 2016. Graydon holds Series 7, Series 63, Series 65 and SIE licenses. Graydon is registered to provide investment advice in Pennsylvania and Texas. Graydon is also registered as a Registered Representative of Vanguard Advisers, Inc., a firm headquartered 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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Grayson Wingert is a financial advisor with Equitable Advisors, LLC, located in Bala Cynwyd, PA. Grayson has been in the financial services industry since October 20, 2022. Grayson holds the Series 7, Series 66, and SIE licenses and is registered with the state of Maryland and Pennsylvania. Grayson's specialties include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Grayson also serves as a trustee of a trust for Grayson's father.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Philadelphia, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Grayson Hall is a financial advisor with over two years of experience in the industry. Grayson is registered with the state of Pennsylvania and Florida as an Investment Advisor Representative (IAR) and also as a Registered Representative in Texas. Grayson currently works for Florida Financial Advisors, LLC as a Financial Consultant, where Grayson provides a range of services, including financial planning and portfolio management. Grayson has also worked at other firms, including Giant Food Stores and Sanibel Captiva Community Bank.

SPECIALIZATIONS

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

LPL Financial LLC

location

MOUNT PLEASANT, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Greg Holzer is a financial advisor at LPL Financial LLC in MOUNT PLEASANT, PA. Greg has been in the financial services industry since September 2020 and has a Series 66, Series 7, and SIE licenses. Greg has prior experience with FSC SECURITIES CORPORATION and a few other companies. Greg provides a variety of financial services, including financial planning, portfolio management for businesses and individuals, and consulting services. Greg is a registered representative of LPL Financial LLC. LPL Financial LLC is a registered investment advisor and broker-dealer.

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

LPL Financial LLC

location

ERIE, PA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Greg Dufala is a financial advisor registered with LPL Financial LLC. Greg has been in the industry since 2007 and has a Series 7, Series 66 and SIE license. Greg's experience includes time at PNC Investments and UBS Financial Services Inc.. Greg works with individuals, corporations, high-net-worth individuals, trusts, and estates. Greg provides advisory services such as financial planning, portfolio management, and selection of other advisors. Greg holds registrations in multiple states and is actively registered in Pennsylvania.

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

Wells Fargo Clearing Services, LLC

location

EXTON, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Greg Van zandbergen is a financial advisor with Wells Fargo Clearing Services, LLC. Greg has over 15 years of experience in the financial industry. Greg is a registered representative in the state of Pennsylvania and has a Series 7TO, Series 6, Series 63 and Series 26 licenses. Greg specializes in portfolio management for individuals and businesses. Prior to joining Wells Fargo Clearing Services, LLC, Greg was a financial advisor with CITIGROUP GLOBAL MARKETS INC., PNC INVESTMENTS, ESSEX NATIONAL SECURITIES, INC., WACHOVIA SECURITIES, INC., and FIRST UNION BROKERAGE SERVICES, INC.

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

Guardian Capital, LLC

location

WEXFORD, PA

0 Disclosures

ADVISOR BIO

Greg Miller is a financial advisor at Guardian Capital, LLC. Greg is a registered investment advisor in Pennsylvania. He is also a Series 7 and Series 63 licensed representative, as well as a Series 6 licensed representative. Greg holds a Uniform Investment Adviser Law Examination and a Uniform Securities Agent State Law Examination license. Greg Miller has been in the industry since 2002. Greg specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. He is also a partner in Greg Miller & Associates, which provides estate planning services and insurance products.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Hershey Financial Advisers, LLC

location

LANCASTER, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Greg Boll is a financial advisor with Hershey Financial Advisers, LLC. Greg Boll has been in the financial industry since 2000 and holds the Series 63, Series 65 and Series 7 licenses. Greg Boll is registered to provide investment advice in North Carolina, Pennsylvania and Tennessee. Greg Boll also holds a SIE license. Greg Boll is registered to provide investment advice with Hershey Financial Advisers, LLC in Lancaster, Pennsylvania and Knoxville, Tennessee.

SPECIALIZATIONS

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

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