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727 advisors near
17109
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Out of 400,000+ nationwide
Nicholas H
Series 63, Series 66
Lemoyne, PA
RBC Capital Markets
Nicholas Hansen is a financial advisor with RBC Capital Markets in Lemoyne, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining RBC Capital Markets in 2018. Outside of his advisory role, he owns and operates a concession food business and serves on the Board of Directors and Finance Committee for the Christian School Association of Greater Harrisburg. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.
Dustyn S
Series 66
Mechanicsburg, PA
Equitable Advisors
Dustyn Solomon is a Series 66 registered financial advisor with Equitable Advisors, where he has worked since 2004. He has 21 years of industry experience, including 16 years at Axa Advisors, LLC. Outside of his advisory role, he serves as an assistant baseball coach for Upper Allen. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and works with both proprietary and third-party solutions to tailor investment programs to client needs.
Adam J
CFP®, ChFC®, Series 63, Series 65
Mechanicsburg, PA
Cetera
Adam Jaroch is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. In addition to his advisory role, he is an officer at Planwise Financial Partners, LLC, and owns Adam Jaroch LLC, a holding company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors, managing over $256 billion in assets.
David H
Series 63, Series 65
Mechanicsburg, PA
Cambridge Investment Research Advisors
David Hamilton is an investment advisor representative at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Concourse Financial Group Securities Inc for 23 years. Hamilton is also president of Hamilton & Musser, PC, a tax service firm he has been involved with since 1986. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.
Douglas R
CFP®, Series 66
Hershey, PA
Edward Jones
Douglas Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
William S
Series 63, Series 66
Enola, PA
LPL Financial
William Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2018 and previously was with Invest Financial Corp. and Cetera Wealth Services, LLC. He is also affiliated with Members 1st Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Richard M
Series 63, Series 65
Mechanicsburg, PA
Ameriprise
Richard Morrison Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he holds ownership shares in a family restaurant and is managing partner of a marketing and management firm supporting non-licensed activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, which combines proprietary research, third-party data, and algorithmic tools to develop written recommendation reports and ongoing advice.
Anthony C
CFP®, Series 63, Series 65
Camp Hill, PA
LPL Financial
Anthony Conte is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors and TheGrid, LLC among other firms. Conte serves on the boards of nonprofits including WITF and the Whitaker Center and is president of the CWA Charitable Trust. He is also a columnist for Patriot News/Central Penn Business Journal. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of advisers and advanced operational tools.
Todd D
CFP®, Series 63, Series 65
Elizabethtown, PA
Raymond James Financial
Todd Dellinger is a CFP® professional with 38 years of industry experience, currently serving at Raymond James Financial in Elizabethtown, PA since 2006. He holds Series 63 and Series 65 licenses and has additional business involvement as a branch manager and financial advisor for DDMP Investment Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.
Henry P
Series 63, Series 65
Camp Hill, PA
Ameriprise
Henry Pofi Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise since 2015, initially at Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Pofi holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for Candle Light International. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
Daniel S
Series 66
Camp Hill, PA
LPL Financial
Daniel Six is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, and Equitable Advisors. Outside of his advisory work, he was involved with Martin & Six Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.
Alexander S
Series 66
Elizabethtown, PA
Raymond James Financial
Alexander Sahd is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked for DAS Companies, Inc. for 14 years. Outside of advising, he is a partner and owner of a family-owned landholding entity in central Pennsylvania. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.
Jan Z
Series 66
Mechanicsburg, PA
Ameriprise
Jan Zinn is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.
Connor K
Series 66
Elizabethtown, PA
LPL Financial
Connor Krisko is a financial advisor with LPL Financial, holding a Series 66 designation and possessing two years of industry experience. Prior to joining LPL Financial, he spent 18 years in full-time education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Christopher D
Series 66
Middletown, PA
Edward Jones
Christopher Dixon is a Series 66-credentialed financial advisor with Edward Jones, based in Middletown, PA. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Shane R
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative financial planning engagements using firm-approved software and educational seminars.
Roy M
Series 66
Hummelstown, PA
Raymond James Financial
Roy Michaelson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Wells Fargo Clearing and multiple positions within Raymond James organizations. He is also associated with Fulton Financial Advisors, where he is involved in investment sales and service activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs across a large network, with specialized capabilities in municipal and public finance.
Ryan W
Series 66
Elizabethtown, PA
LPL Financial
Ryan Weigle is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2017 and previously held roles at Northwest Bank, Northwest Advisors, Inc., and Cetera Wealth Services. Outside of his advisory work, he is involved with Brokers Service Marketing Group and holds a position at Northwest Bank related to financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Traci S
Series 63, Series 65
Wormleysburg, PA
Cambridge Investment Research Advisors
Traci Shughart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and is also president of Premier Wealth Management, Inc. She serves as secretary of The LFA Foundation, a nonprofit focused on awareness and education for Russell Silver Syndrome and autism spectrum disorder, and is a board member of Bethany House, which supports young women aging out of foster care. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals and multiple platforms.
Rosemarie F
Series 63
Lewisberry, PA
LPL Financial
Rosemarie Foster is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. She has worked with Linsco/Private Ledger Corp since 2003. Foster is also associated with the Foster Investment Group, a dba based in Lewisberry, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.
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727 advisors near
17109
within the area shown on the map
Out of 400,000+ nationwide