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3 advisors near 16915
Out of 400,000+ nationwide
Lyndsey J
Series 66
Coudersport, PA
Edward Jones
Lyndsey Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at UPMC Cole and Blake Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs supported by a large network of financial advisors and branch offices across the country.
Benjamin H
Series 63, Series 66
Coudersport, PA
LPL Financial
Benjamin Howe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Investment Advisor LLC and Cetera Investment Services LLC for over a decade. Outside of his advisory role, he is employed with Northern Tioga School District and Cummins Cider Mill in positions unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and customized advisory arrangements.
Ryan J
Series 66
Coudersport, PA
Edward Jones
Ryan Jones is a financial advisor with Edward Jones in Coudersport, PA, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Jones teaches a non-credit continuing education course on the stock market and investing at Indiana University of Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branch offices.
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3 advisors near 16915
Out of 400,000+ nationwide