Rachel Riedy, financial advisor Chambersburg PA

Rachel Riedy

CRD Number: 6370181
Current Firm: Lincoln Investment

Rachel Riedy (CRD# 6370181) is an Investment Advisor Representative working at Lincoln Investment in Chambersburg, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning, LLC Fort Washington, PA Jan 2019 - Current 2
The Tardosky Agency Chambersburg, PA Jul 2017 - Jan 2019 1
The Tardosky Agency Chambersburg, PA May 2015 - Jul 2017 2
University Of Pittsburgh Pittsburgh, PA Aug 2012 - May 2015 2
University Of Pittsburgh Pittsburgh, PA Aug 2011 - May 2015 3
Hamilton Heights Market Chambersburg, PA Jun 2013 - Aug 2013 < 1
Hamilton Heights Market Chambersburg, PA Dec 2012 - Jan 2013 < 1
Holiday Inn Express Chambersburg, PA Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Rachel N. Riedy
Phone Number: 215-887-8111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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