Liana Freeland (CRD# 7318000) is an Investment Advisor Representative working at Vicus Capital, Inc. in Camp Hill, PA and has 1 year of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vicus Capital, Inc. | State College, PA | May 2022 - Current | 2 |
| Clelan And Company | Camp Hill, PA | Dec 2020 - Current | 3 |
| Pronto | Camp Hill, PA | Dec 2019 - Oct 2020 | < 1 |
| Let's Pilates One & Let's Pilates 2 | York, PA | Jan 2017 - Sep 2020 | 3 |
| Kay LLC | York, PA | Jan 2016 - Jun 2018 | 2 |
| Bellomo & Associates | York, PA | Dec 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- PA
-
Total Assets Under Management2,255MILLIONS
-
Total Number of Accounts8,430ACCOUNTS
-
Average Account Value$267,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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