Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Malvern, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John Taylor is a financial advisor with Vanguard Advisers, Inc., based in Malvern, PA. John has been in the financial industry since 1999 and has experience providing financial advice to individuals, families, and businesses. John is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. John has experience with a variety of investment products and services, including mutual funds, exchange-traded funds, stocks, bonds, and variable annuities. John is also a partner in Crown Real Estate LLC, a rental property management business.

SPECIALIZATIONS

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

Pittsburgh, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

John F. Lamberson III is an Investment Advisor Representative with Morgan Stanley. John has been in the industry for over 20 years and has held various roles at Morgan Stanley, including a Financial Advisor and Private Banker. John has a wide range of experience in providing financial advice to individuals, families, and businesses. John is dedicated to helping his clients achieve their financial goals, and he takes a personalized approach to financial planning. John's clients appreciate his expertise and his commitment to providing them with the best possible service.

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

Tiaa-Cref Individual & Institutional Services, LLC

location

Radnor, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John Paul Seifried is a financial advisor with over 30 years of experience in the financial services industry. John Paul is currently registered with TIAA-CREF Individual & Institutional Services, LLC. John Paul has held previous roles at Charles Schwab & Co., Inc. and Vanguard Marketing Corporation. John Paul provides financial planning and portfolio management for individuals. John Paul is also registered to provide financial advice for businesses and charitable organizations.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Pittsburgh - Wexford, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

John Russell Kautz is a financial advisor with Robert W. Baird & Co. Inc. located in Pittsburgh - Wexford, PA. John has been in the financial services industry since December 17, 2020. John has a Series 7TO, Series 66, and SIE license and is registered with FINRA. John is also registered in 28 states. John is a financial advisor with over 6 years of experience in the financial services industry. John specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. John also provides financial planning, pension consulting, educational seminars, and publication of periodicals.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John Stephen Reilly is a financial advisor currently registered with Equitable Advisors, LLC and has been active in the industry since May 2023. John Stephen Reilly holds Series 7TO and Series 66 licenses as well as the SIE exam. John Stephen Reilly is registered with the states of Maryland, New Jersey and Pennsylvania. John Stephen Reilly specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

WEST CHESTER, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

John Francis Demichael is a financial advisor with Janney Montgomery Scott LLC based in West Chester, PA. John has over 20 years of experience in the financial services industry. John has licenses to sell securities in 26 states. John's primary role is as an Investment Advisor Representative, providing financial advice to individuals and businesses. John's previous employers include LPL Financial LLC, Morgan Stanley, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. John is experienced in providing financial planning services and portfolio management.

SPECIALIZATIONS

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

Cadaret, Grant & CO., Inc. | CFC ® (Certifications)

location

Sciota, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

John Anthony Sobrinski is a financial advisor with Cadaret, Grant & Co., Inc., and has been in the industry since June 1984. John Sobrinski has experience in various financial services, including investment advisory and insurance. John Sobrinski is licensed in multiple states and holds several industry certifications, including the Series 6, 7, 24, 63, and 65 licenses. John Sobrinski is also a Chartered Financial Consultant. In addition to providing financial advice, John Sobrinski owns and operates a number of businesses, including a real estate group and rental properties.

SPECIALIZATIONS

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

LPL Financial LLC

location

LEBANON, PA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Digiacomo is an Investment Advisor Representative with LPL Financial LLC in Lebanon, Pennsylvania. John has been in the industry since 2006. John is licensed to sell securities in the following states: California, Connecticut, Delaware, Florida, Maryland, North Carolina, Ohio, Pennsylvania, and Virginia. Prior to joining LPL Financial LLC, John was with Santander Securities LLC, KeyStone Capital Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley & Co., Incorporated. John holds the following securities licenses: Series 66, Series 31, and Series 7. John also holds a license in Pennsylvania as an Investment Advisor Representative.

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

Avantax Advisory Services

location

Sewickley, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

John Oddo is a financial advisor at Avantax Advisory Services. John has been in the financial services industry since October 20, 2015. John holds a Series 63, Series 7, and SIE licenses. John is registered with the state of Pennsylvania. John provides financial planning and investment management services to individuals, businesses, and pension and profit-sharing plans. John is a partner in Mercadante & Company, PC, a tax preparation and accounting firm.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

HOLLIDAYSBURG, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

John Barton is a financial advisor with Edward Jones, a well-established firm managing over $824 billion in client assets. With a solid background in the industry, John began his career in 2014 and has since earned a Series 7, Series 66, and Securities Industry Essentials Examination (SIE) license. John has extensive experience working with clients in states across the country, including Pennsylvania, Texas, California, and Florida. John's specializations include areas such as portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

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

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