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81 advisors near
18657
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Out of 400,000+ nationwide
Gregory J
Series 63, Series 66
Duryea, PA
LPL Financial
Gregory Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at M&T Securities since 1998 and joined LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 research and operational tools.
Brian Z
Series 63, Series 66
Moosic, PA
LPL Financial
Brian Zabriski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at LPL Financial since 2021 and has also been associated with M&T Bank since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
James T
Series 63, Series 65
Clarks Summit, PA
LPL Financial
James Teeple Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 10 years of industry experience. His previous roles include positions at OSAIC and SAGEPOINT FINANCIAL, Inc. He is also involved in a non-variable insurance business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing a variety of investment approaches and operational tools while managing over $819 billion in discretionary assets.
Christopher M
Series 63, Series 65
Tunkhannock, PA
LPL Financial
Christopher Manci is a financial advisor with LPL Financial in Tunkhannock, PA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Nationwide Securities and 1717 Capital Management Company. He is also involved in insurance services through Manci Insurance Services, LLC, which he owns and operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.
Timothy L
Series 63, Series 66
Tunkhannock, PA
Edward Jones
Timothy Laur II is a financial advisor with Edward Jones in Tunkhannock, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages a nonprofit soccer program and serves as president of an investment property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including managed solutions and separately managed accounts, with a nationwide network of over 23,700 financial advisors and approximately $1.01 trillion in assets under management.
Brendan D
Series 66
Dalton, PA
LPL Financial
Brendan Dwyer is a financial advisor with LPL Financial in Dalton, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. He serves as a school board director for the Lackawanna Trail School District. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.
Michael E
Series 63, Series 65
Clarks Summit, PA
Wells Fargo Advisors
Michael Eastburn is a financial advisor with Wells Fargo Advisors in Clarks Summit, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also fully involved in running Eastburn Wealth Management, LLC, an advisory firm he owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individual, trust, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.
Steven D
Series 66
Waverly, PA
Equitable Advisors
Steven Deriancho is a financial advisor with Equitable Advisors in Waverly, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors, LLC for 17 years. Outside of his advisory role, Deriancho serves as a board member and coach for the Abington Area Girls Softball League and is a board member of LifeCraft Sciences, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of investment programs and third-party managers, focusing on matching clients to appropriate advisory models and offering ERISA fiduciary services through credentialed representatives.
Laura B
Series 63, Series 66
Factoryville, PA
Raymond James & Associates
Laura Bullock is a financial advisor with Raymond James & Associates based in Factoryville, PA. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her career includes roles at MassMutual, M&T Securities, and multiple Raymond James entities since 2021. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Janice P
Series 63, Series 66
Tunkhannock, PA
Cetera
Janice Perry is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 23 years of industry experience. She has worked with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been associated with First National Bank of PA since 2009. Outside of her advisory role, she is involved in fixed life insurance sales independent of Cetera and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform providing diverse investment program options.
John T
Series 66
Tunkhannock, PA
LPL Financial
John Tosi is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he is involved in coin collecting and operates a small agricultural business, Tosi Farms. 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, and access to third-party asset managers.
David M
Series 63, Series 66
Clarks Summit, PA
LPL Financial
David Morris is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including SagePoint Financial and OSAIC. He also maintains a non-variable insurance business in Clarks Summit, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network with model portfolios, third-party asset management, and institutional platforms, while combining advisory services with a variety of financial products and partnerships.
Joseph B
Series 63, Series 65
Clarks Summit, PA
LPL Financial
Joseph Barrasse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenure at Prudential Insurance Company of America and Pruco Securities, LLC, followed by roles at Cadaret, Grant & Co., Inc. and LPL Financial. Barrasse serves as mayor of Clarks Green Borough in Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and retirement solutions, supported by technology and a large network of advisors.
Rosemary C
Series 63
Clarks Summit, PA
Raymond James Financial
Rosemary Caffrey is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 46 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016, and previously at Wells Fargo Clearing from 2011 to 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports client implementation through its advisory programs and affiliated firms.
Luke R
Series 65, Series 63
Clarks Summit, PA
LPL Financial
Luke Randall is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at OSAIC, SagePoint Financial, Inc., and Stockdale Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies with a large network of advisors and extensive operational resources.
Laura S
Series 66
Clarks Summit, PA
LPL Financial
Laura Sporcic is a financial advisor with LPL Financial in Clarks Summit, PA. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at OSAIC and SagePoint Financial, Inc., as well as ongoing involvement with Stockdale Financial Group since 2022. 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.
Richard D
ChFC®, Series 63
Factoryville, PA
Cetera
Richard Doeringer is a ChFC®-designated financial advisor with 40 years of industry experience. He is currently affiliated with Cetera and co-owns RDDM Investments LLC, a financial services firm. In addition to his advisory roles, he has worked as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance since 1986. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.
William M
Series 66
South Abington Twp, PA
OSAIC
William Mulligan III is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. His prior roles include work at The O.N. Equity Sales Company and Levy Realty Group. Outside of his advisory work, he teaches driver education through NCC Drivers Education. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.
Kelli L
Series 63, Series 65
Falls, PA
OSAIC
Kelli Lyons Stevens is a financial advisor at Osaic with 26 years of industry experience and holds Series 63 and Series 65 licenses. She has previously worked at American Portfolios Financial Services and BCG Securities. In addition to her advisory role, she operates an insurance agency focused on life insurance and fixed business products not available through her firm. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
Charles P
CFP®, Series 63
Clarks Summit, PA
Edward Jones
Charles Parry is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1999, totaling 27 years of industry experience. He is a partner in Bald Mountain Sportsman Club LLC, a converted non-profit hunting club, and serves as a board member for Lakeside Outing Club, a lake association in New Milford, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
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Finding advisors...
81 advisors near
18657
within the area shown on the map
Out of 400,000+ nationwide