Altoona, PA 17th St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,448 advisors across 2,954 offices

Location

1200 17th St

Altoona PA 16601

Advisors at this office

4

Advisors at this office

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Eric I

Series 63, Series 65

Altoona, PA

Raymond James Financial

Eric Irwin is a financial advisor with Raymond James Financial in Altoona, PA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and practices as a CPA, owning an accounting business that prepares individual tax returns. Additionally, he works as an insurance agent selling fixed annuities and life insurance through fraternal organizations. 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 plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and employs various analytical tools to support client goals, while also supporting municipal and public finance services through its unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael I

Series 63, Series 65

Altoona, PA

Raymond James Financial

Michael Irwin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His career includes roles at Jersey Shore State Bank and NSS Group, alongside a long tenure at Raymond James Financial. Outside of his advisory work, he is an owner of a support company and is involved in various non-investment-related business activities. 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, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports clients in implementing recommendations through multiple advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian H

Series 66

Altoona, PA

Raymond James Financial

Brian Hall is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial and affiliated entities since 2007. Hall serves as Treasurer and board member for the nonprofit Arc of Blair County. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through a broad network of advisors and advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Colin W

CFP®, Series 63, Series 66

Altoona, PA

Raymond James Financial

Colin Wetzel is a Certified Financial Planner (CFP®) at Raymond James Financial with 14 years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Morgan Stanley and Stifel Nicolaus. Outside of his advisory work, Wetzel is also an associate at King Financial Partners in State College, PA, where he provides Certified Financial Planner services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals, utilizing advanced analytical tools, and supports advisory programs alongside institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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