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Selection of Other Advisors Advisors in Harleysville, Pennsylvania
41 Results
Unclaimed

THE Marshall Financial Group, Inc. | CFP ® (Certifications)

location

Harleysville, PA

0 Disclosures

ADVISOR BIO

Alexander Pimental is an Investment Advisor Representative at The Marshall Financial Group, Inc., in Doylestown, PA. Alexander is a Certified Financial Planner with experience providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Alexander has previously worked at the Military, Golds Gym, LuLu Country Club and was a full-time student in Philadelphia, PA.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

HARLEYSVILLE, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Sergio is a registered representative with Hornor, Townsend & Kent, LLC in Harleysville, PA. Anthony has been working in the financial industry since July 2015. Anthony holds Series 6, 7TO, 63 and 65 licenses and is also a licensed insurance agent. Anthony has over 10 years of experience in the financial industry. Anthony is a board member for the Misericordia University Alumni Association.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

HARLEYSVILLE, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Sergio is a registered representative with Hornor, Townsend & Kent, LLC in Harleysville, Pennsylvania. Anthony has been in the securities industry since March 21, 1995. Anthony is licensed in 11 states and has earned his Series 6, 26, and 63 licenses. Anthony provides financial planning and investment advice to individuals and businesses. Anthony is also a licensed life insurance broker and is affiliated with several insurance carriers, including Penn Mutual Life Insurance Company.

SPECIALIZATIONS

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

HARLEYSVILLE, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aubrey Rose Figueirido is a financial advisor with LPL Financial LLC in HARLEYSVILLE, PA. Aubrey has been in the financial services industry since 2014. Prior to joining LPL Financial LLC, Aubrey worked for National Planning Corporation. Aubrey is a Series 6 and Series 63 licensed 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

Next Financial Group, Inc.

location

HARLEYSVILLE, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Austin Jarred Seibert is a financial advisor associated with Next Financial Group, Inc. Austin has been in the securities industry for over 1 year. Austin holds FINRA Series 7TO, SIE, and Series 66 licenses. Austin is registered to provide investment advisory services in Pennsylvania.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Harleysville, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Avery Alan Sanson is a financial advisor with Cambridge Investment Research Advisors, Inc., with over 4 years of experience in the financial industry. Avery Alan Sanson is a registered representative and investment advisor representative in Pennsylvania and Texas. Avery Alan Sanson is also registered as an investment advisor representative in Florida, Indiana, Michigan, New Jersey, New York, Virginia and West Virginia. Avery Alan Sanson holds Series 7TO, Series 66 and SIE licenses. Avery Alan Sanson offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Avery Alan Sanson is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Next Financial Group, Inc.

location

HARLEYSVILLE, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Christopher Bishop is an investment advisor representative associated with Next Financial Group, Inc. Bradley has been in the financial services industry since September 2015 and is registered with 32 states and the District of Columbia. Bradley holds the Series 6, Series 7, Series 63, Series 65, 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
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

HARLEYSVILLE, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Garges is a financial advisor with Cetera Investment Advisers LLC. Bradley has been in the financial services industry since January 2017. Bradley is registered with the state of Pennsylvania and has Series 66, Series 7, and SIE licenses. Bradley provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and corporations. Bradley is also a Certified Financial Planner.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

HARLEYSVILLE, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Brian Hines is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, IA. Brian has been in the industry since November 6, 2000. Brian has passed the Series 6, Series 7, Series 63, and Series 65 exams. Brian is registered with the following states: Delaware, Florida, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. Brian is also an Independent Insurance Agent for various independent insurance companies. Brian has worked with Cambridge Investment Research Advisors, Inc., since January 2010 and previously worked with ING FINANCIAL PARTNERS, INC., VALIC FINANCIAL ADVISORS, INC., PRIME CAPITAL SERVICES, INC., and SEI INVESTMENTS DISTRIBUTION CO. Brian specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and state or municipal government entities.

SPECIALIZATIONS

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

Wealthcare Advisory Partners LLC | CFA ® (Certifications)

location

HARLEYSVILLE, PA

0 Disclosures

ADVISOR BIO

Christopher Holland is a financial advisor with Wealthcare Advisory Partners LLC. Christopher has been in the financial services industry since 2014. Christopher holds the Series 7, Series 63, and Series 65 licenses. Christopher is a Chartered Financial Analyst (CFA). Christopher provides financial planning, portfolio management for individuals, portfolio management for businesses, and selection of other advisors. Christopher specializes in providing investment advice to high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Christopher's firm, Wealthcare Advisory Partners LLC, is located in West Chester, Pennsylvania.

SPECIALIZATIONS

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

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