Alliance Financial

Alliance Financial (CRD# 319679) is a financial advisory firm headquartered in Wyomissing, PA. They manage $232,327,208 in 945 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12 Commerce Drive, Wyomissing, PA 19610
https://www.facebook.com/alliancefinancialofpa
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, LA, NE, PA, SC

Financial Advisors at Alliance Financial
Showing 1 - 5 of 5 top financial advisors.
1
, financial advisor Wyomissing PA
CRD#: 6155574
12 Commerce Drive, Wyomissing, PA 19610
(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.
2
Stephanie Baity, financial advisor Carlisle PA
Stephanie L. Baity
CRD#: 6468230
43a Brookwood Ave, Carlisle, PA 17015

Stephanie Baity (CRD# 6468230) is an Investment Advisor Representative working at Alliance Financial in Carlisle, PA and has over 8 years of experience in the finance industry.

3
Kevin Fox, financial advisor Wyomissing PA
Kevin M. Fox
CRD#: 4196238
12 Commerce Drive, Wyomissing, PA 19610

Kevin Fox (CRD# 4196238) is an Investment Advisor Representative working at Alliance Financial in Wyomissing, PA and has over 23 years of experience in the finance industry.

4
Eric Mischler, financial advisor Wyomissing PA
Eric M. Mischler
CRD#: 6540757
12 Commerce Drive, Wyomissing, PA 19610

Eric Mischler (CRD# 6540757) is an Investment Advisor Representative working at Alliance Financial in Wyomissing, PA and has over 8 years of experience in the finance industry.

5
Jacqueline Powell, financial advisor Carlisle PA
Jacqueline L. Powell
CRD#: 1061375
43a Brookwood Ave. Suite 6, Carlisle, PA 17015

Jacqueline Powell (CRD# 1061375) is an Investment Advisor Representative working at Alliance Financial in Carlisle, PA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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