George Kegerreis, financial advisor New Cumberland PA

George Kegerreis

CRD Number: 6143313
Current Firm: Zimmermann Investment Management & Planning LLC

George Kegerreis (CRD# 6143313) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2020 - Current 4
Zimmerman Investment Management And Planning, LLC New Cumberland, PA Apr 2019 - Current 4
Pfa Security Asset Management Inc. Camp Hill, PA Mar 2013 - Jan 2020 6
Professional Financial Advisors, Inc. Camp Hill, PA Mar 2013 - Jan 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for George D. Kegerreis
Phone Number: 717-403-6030
Firm Website: https://www.zimllc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    2,303
    ACCOUNTS
  • Average Account Value
    $177,725
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

DE, FL, MD, NC, OH, PA, SC, TX, VA

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