Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Equitable Advisors, LLC

location

PITTSBURGH, PA

experience

6 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kevin Broom is an Investment Advisor Representative at Equitable Advisors, LLC, a firm with approximately 32,266,275,228 in regulatory assets under management. Kevin Broom is also licensed in Pennsylvania, Ohio and New Hampshire, having earned the Series 6, Series 7, Series 63, Series 66, and SIE licenses. Kevin Broom has been working in the financial industry since 2011. Prior to joining Equitable Advisors, LLC, Kevin Broom worked at PNC Investments. Kevin Broom also owns and operates Ergon Custom Gaming PCs. Kevin Broom's areas of expertise include financial planning, portfolio management for individuals and businesses, selection of other advisors, and pension consulting.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

SEWICKLEY, PA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Christopher Krul is a registered representative with RBC Capital Markets, LLC. Kevin has been in the securities industry since January 31, 1994. Kevin is licensed to conduct business in 22 states and has been registered with the Financial Industry Regulatory Authority (FINRA) since October 18, 2022. Prior to joining RBC Capital Markets, LLC, Kevin was employed at HEFREN-TILLOTSON, INC. and FERRIS, BAKER WATTS INCORPORATED. Kevin has passed the Series 7, Series 63, Series 65, 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

CHALFONT, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Anthony is a financial advisor at Cetera Investment Advisers LLC. Kevin is registered with the state of Pennsylvania. Kevin has been a financial advisor for over 8 years. Kevin has a Series 7TO and SIE and also holds a Uniform Combined State Law Examination. Kevin has experience in a number of industries, including golf, accounting, and financial services. Kevin is a dedicated advisor with a passion for helping his clients achieve 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

LPL Financial LLC

location

CANONSBURG, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Dale Smith is an investment advisor representative with over 19 years of experience in the financial services industry. Kevin Dale Smith is currently registered with LPL Financial LLC and has been with them since February 2024. Prior to that, Kevin Dale Smith was associated with Cetera Advisor Networks LLC from June 2009 to February 2024 and UBS Financial Services Inc. from February 2005 to June 2009. Kevin Dale Smith holds FINRA Series 7, Series 66, and SIE licenses. Kevin Dale Smith is registered in 23 states, including Pennsylvania, Texas, Arizona, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, New Jersey, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Virginia, Washington, West Virginia, and Wisconsin.

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

Legacy Advisors, LLC | CFA ® (Certifications)

location

PLYMOUTH MEETING, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Michael Piotrowicz is a financial advisor with Legacy Advisors, LLC. Kevin has been in the financial services industry since 2015. Kevin has passed the Series 63 and 65 exams as well as the SIE and Series 7 exams. Kevin is also a Chartered Financial Analyst. Kevin is a client advisor at Legacy Advisors, LLC. The firm provides financial planning and investment advisory services to individuals, families, businesses, and charities.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFP ® (Certifications)

location

BETHLEHEM, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Janus is a financial advisor at Park Avenue Securities LLC. Kevin Janus has been in the financial services industry since October 2, 2009, and has worked with several firms including Ameritas Investment Company, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Kevin Janus is registered to provide securities and investment advisory services in Pennsylvania.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

MOOSIC, PA

experience

32 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Kevin John Canfield is a financial advisor with MML Investors Services, LLC based in Moosic, Pennsylvania. Kevin has been working in the financial industry since 1992. In addition to his financial advisor role, Kevin is also a registered representative of MSI FINANCIAL SERVICES, INC. and Metropolitan Life Insurance Company. Kevin has a wide range of experience in the financial industry, including investment company products and variable contracts. He is also licensed to sell life, health, group life and group health insurance products.

SPECIALIZATIONS

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

Private Advisor Group, LLC

location

STROUDSBURG, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Yurko is an investment advisor representative with Private Advisor Group, LLC. Kevin has been in the industry since 2004. Kevin is registered in 31 states and has several industry certifications. Kevin is experienced in investment management and financial planning and serves a variety of clients including high-net-worth individuals, corporations and businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITATION/REFERRAL
Publication of Financial Periodicals
Unclaimed

Roffman Miller Associates Inc. | CFP ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Kevin Cooke is an investment advisor representative at Roffman Miller Associates Inc. Kevin has been in the industry since 1994. Kevin holds a Series 7, Series 63 and Series 65 license. Kevin is also a Certified Financial Planner. Kevin is a member of the Roffman Miller Associates Inc. team.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kevin James Wolfendale is a financial advisor at Wells Fargo Clearing Services, LLC. Kevin has been in the industry for 10 years and is registered in 34 states. Kevin has a Series 7, Series 66 and SIE. Kevin specializes in portfolio management for individuals and businesses, as well as financial planning. Kevin is also a Certified Financial Planner. Kevin is a dedicated and experienced financial advisor committed to helping clients reach their financial goals.

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

Need help matching

with the right advisor?