1. Wealthminder
  2. Wyomissing, PA
  3. Log in
  1. Log in
, financial advisor Wyomissing PA

CRD Number: 6155574
Current Firm: Alliance Financial
(CRD# 6155574) is an Investment Advisor Representative working at Invest Financial Corporation in , PA and has over 2 years of experience in the finance industry.
Similar Advisors
Inas Abas, financial advisor Wyomissing PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
John Abella, financial advisor Wyomissing PA
John K. Abella
CRD# 6691058
Vanguard Advisers, Inc.
Similar Advisors
Dustin Adam, financial advisor Wyomissing PA
Dustin D. Adam
CRD# 6161273
Edward Jones
Company Name Location Dates Years
Alliance Financial Carlisle, PA May 2022 - Current 1
Lpl Financial LLC Carlisle, PA Feb 2018 - Current 6
Alliance Financial Wyomissing, PA Jan 2013 - Current 11
Visions Federal Credit Union Reading, PA Apr 2019 - May 2022 3
Invest Financial Corporation Wyomissing, PA Jan 2013 - Feb 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for
12 Commerce Drive, Wyomissing, PA 19610
Phone Number: 610-376-5981
Firm Website: http://www.twitter.com/alliancefnlofpa
Registered State(s):
  • PA
Current Firm Details
Alliance Financial
Firm's CRD Number: 319679
12 Commerce Drive, Wyomissing, PA 19610
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    945
    ACCOUNTS
  • Average Account Value
    $245,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, LA, NE, PA, SC

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.