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112 advisors near
17350
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Out of 400,000+ nationwide
James R
Series 63
Hanover, PA
Wells Fargo Advisors
James Robinson is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked for Lincoln Investment Planning, Inc. for 19 years. Outside of his advisory role, he owns and operates Center Square Tax Service, LLC, a tax service business based in Hanover, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, providing clients with options for implementation through various brokerage and advisory programs.
Quinn B
Series 63, Series 65
Hanover, PA
Edward Jones
Quinn Bower is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, M&T Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Bower manages a family farm in Blain, PA, where he raises Angus beef cattle and grows hay, corn, and soybeans. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and offers affiliated investment products alongside its fiduciary advisory services.
Kathy D
Series 63, Series 65
York, PA
Primerica Advisors
Kathy Dempsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Aaron S
CFP®, Series 66
Gettysburg, PA
Edward Jones
Aaron Smith is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Edward Jones since 2024 and previously spent seven years with Ameriprise Financial Services, LLC. His background also includes roles at Shippensburg University and a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.
Michelle Q
Series 63, Series 65
Spring Grove, PA
Edward Jones
Michelle Quinn is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at M&T Securities for 16 years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.
James B
CFP®, ChFC®, Series 63, Series 65
Dover, PA
LPL Financial
James Baker is a financial advisor with LPL Financial in Dover, PA, holding CFP® and ChFC® designations and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, FSC Securities Corporation, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
Benjamin S
Series 63, Series 65
York, PA
Primerica Advisors
Benjamin Sheppard is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Primerica Advisors since 2004 and operates Sheppard Financial Group since 2022. Outside of advisory services, he is involved in managing a Primerica office as a member of 10X Signature Group LLC and participates in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model selection and management.
Andrew R
CFP®, Series 63, Series 65
Hanover, PA
Cetera
Andrew Riggle is a CFP®-designated financial advisor with over 30 years of industry experience. He is currently with Cetera and has been associated with its various entities since 2013. Outside of his advisory role, he serves as a board member for the VNA of Hanover and Spring Grove endowment and participates on the Dataw Island Owner’s Association investment committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions, utilizing affiliated and third-party managers across diverse program structures.
Timothy O
Series 63
Hanover, PA
Cetera
Timothy Ohm is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. He has held roles with Cetera and affiliated firms since 2004 and operated Miller Brown Ohm & Associates, providing tax and payroll preparation services, where he serves as president and owner. In addition to financial advising, he is licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers across discretionary and non-discretionary program structures.
Brittany F
Series 66
Littlestown, PA
Edward Jones
Brittany Fisher is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked in construction and the hospitality sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of over 23,000 financial advisors.
Thomas P
Series 66
Littlestown, PA
Edward Jones
Thomas Paholsky is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent nine years at New Windsor State Bank. Outside of his advisory role, Paholsky serves as a board member of the Littlestown Rotary Club, chairperson of the Pastoral Council at St. Aloysius Catholic Church, and is a committee member for the Fund for Littlestown under the Adams County Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.
Gayle D
Series 63, Series 65
York, PA
Primerica Advisors
Gayle Delong is a financial advisor with Primerica Advisors in York, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2012. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading functions.
Connor Q
Series 66
Hanover, PA
Edward Jones
Connor Quinn is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked at Flowserve and Honeywell Aerospace. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary mutual funds through a nationwide network of advisors and branch offices.
Bridget D
Series 66
Hanover, PA
Cetera
Bridget Darcy is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior work includes roles at ACNB Bank, LPL Financial, and Pennsylvania State Employees Credit Union, among others. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.
John V
Series 66
Hanover, PA
Edward Jones
John Vonnes III is a Series 66-registered financial advisor with Edward Jones in Hanover, PA, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Jared S
Series 63, Series 65
Spring Grove, PA
OSAIC
Jared Smith is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he serves as a freshman basketball coach. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across a range of programs.
Michael L
Series 66
Hanover, PA
Edward Jones
Michael Lindsey is a financial advisor with Edward Jones in Hanover, PA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.
Nathan K
Series 63, Series 65
York, PA
Primerica Advisors
Nathan Keller is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2015, including time with Primerica Financial Services starting in 2014. Outside of his advisory role, he owns Keller Outdoors LLC, a wildlife management business currently not operational, and is a member of 10X Signature Group, LLC, related to office management. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.
Pamela G
Series 65, Series 63
York, PA
Primerica Advisors
Pamela Getner is a financial advisor with Primerica Advisors in York, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. Her work history includes roles at Primerica since 2014, Nathan Keller, RVP, and PFS Investments Inc. In addition to her advisory work, she is a virtual assistant, committing 40 hours per month. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies and operates with approximately 3,698 advisors and $15.5 billion in assets under management.
Mark R
Series 66
Hanover, PA
Cetera
Mark Riggs is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 66 designation and has previously worked with Summit Financial Group Inc. Beyond his advisory role, Riggs is a board member of the Eichelberger Performing Arts Center and serves on boards for the Rotary Club and Hanover Public Library Association in Hanover, PA. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio management strategies using affiliated and third-party managers, with over $256 billion in assets managed across more than 10,000 advisors.
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Finding advisors...
112 advisors near
17350
within the area shown on the map
Out of 400,000+ nationwide