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Financial Planning Services Advisors in Montgomeryville, Pennsylvania
15 Results
Unclaimed

Blbb Advisors | CFP ® (Certifications)

location

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

Brian Gallagher is a financial advisor with Blbb Advisors. Brian has been a financial advisor for 5 years. Brian's experience includes working as a financial advisor at Burke, Lawton, Brewer & Burke, LLC. Brian has the following licenses and certifications: Series 66, Series 24, Series 7 and SIE. Brian is also a Certified Financial Planner. Brian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

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

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

Brianna March is an Investment Advisor Representative with Blbb Advisors. Brianna has been in the industry since June 2005 and is registered with the state of Pennsylvania. Brianna earned the Series 65 license in October 2014. Brianna specializes in financial planning, pension consulting, and portfolio management for individuals. Blbb Advisors has 13 Investment Advisor Representatives and manages over $2.2 billion in assets under management.

SPECIALIZATIONS

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

Blbb Advisors | CFA ® (Certifications)

location

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

Clifford Peter Haugen is a Registered Investment Advisor with Blbb Advisors, LLC. Clifford Peter Haugen is located in MONTGOMERYVILLE, PA, and has been in the industry for over 18 years. Clifford Peter Haugen's previous firms include BURKE, LAWTON, BREWER & BURKE, LLC and RUTHERFORD, BROWN & CATHERWOOD, LLC. Clifford Peter Haugen has passed the Series 66, Series 24, Series 53, Series 4, Series 27, Series 87, and Series 7 exams. Clifford Peter Haugen also holds the Chartered Financial Analyst designation. Clifford Peter Haugen is active in the investment advisory business in Pennsylvania. Clifford Peter Haugen's firm, Blbb Advisors, LLC, is a registered investment adviser.

SPECIALIZATIONS

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

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

Edward Joseph Barnes is an investment advisor representative for Blbb Advisors, LLC. Edward has been with Blbb Advisors, LLC since January 2019 and has experience in the financial services industry since December 1994. Edward holds a Series 65 license. Edward is registered with the state of Pennsylvania.

SPECIALIZATIONS

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

Blbb Advisors | CFP ® (Certifications)

location

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

Jeremy Louis Leeds is an Investment Advisor Representative at Blbb Advisors, a firm based in Montgomeryville, PA. Jeremy is a Certified Financial Planner and has experience working in the financial services industry since 2020. He offers financial planning, pension consulting, educational seminars, and portfolio management services. Jeremy has worked with clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

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

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

John Lawton is a financial advisor with Blbb Advisors. John has over 20 years of experience in the financial services industry. John has a Series 6, 7, 24, 55, 63 and 65. John is registered to provide investment advisory services in Pennsylvania and Texas. John is also a Registered Representative in Pennsylvania. John has held prior roles at Burke, Lawton, Brewer & Burke and Mutual Service Corporation. John is a financial advisor with Blbb Advisors and has been with the firm since March 2006. Blbb Advisors has 13 investment advisor representatives and 3 licensed agents.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

MONTGOMERYVILLE, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

John Northrop is a financial advisor with Edward Jones. John has been in the financial industry since May 2016. John is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and SIE licenses. John has been registered with the state of Pennsylvania since June 2016. In addition to being registered with the state of Pennsylvania, John is also registered with the state of Texas and is licensed as an investment advisor representative with Edward Jones. John works with individuals, families, and businesses on a variety of financial planning needs.

SPECIALIZATIONS

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

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

Laura Brewer is an investment advisor representative, currently registered with Blbb Advisors. Laura has been in the industry since 1987, with previous employment at BURKE, LAWTON, BREWER & BURKE, LLC and JANNEY MONTGOMERY SCOTT INC. Laura has a broad range of experience, including working with charitable organizations, individuals, and pension and profit-sharing plans. Laura specializes in providing financial planning, pension consulting, and selection of other advisors. Blbb Advisors is a firm that provides financial planning and investment management services to individuals and businesses.

SPECIALIZATIONS

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

MONTGOMERYVILLE, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Lawrence Dalessandro is a financial advisor at Edward Jones. Lawrence has been in the industry since February 2010 and is registered to provide investment advice in several states. Lawrence holds Series 7, 63, and 66 securities licenses and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

Blbb Advisors | CFA ® (Certifications)

location

MONTGOMERYVILLE, PA

0 Disclosures

ADVISOR BIO

Michael Geraghty is a financial advisor with Blbb Advisors. Michael has been working in the financial services industry since March 2014. Michael is registered in Pennsylvania. Michael has passed Series 7, 55, 63, 86, 87 and SIE exams. Michael holds the Chartered Financial Analyst designation.

SPECIALIZATIONS

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

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