Harvey Dash, financial advisor Doylestown PA
59 score

Harvey Dash

CRD Number: 1339522
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Harvey Dash (CRD# 1339522) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Doylestown, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Doylestown, PA Jun 2015 - Current 1
Investment Professionals, Inc. Warrington, PA Jul 2009 - Jun 2015 5
Beneficial Savings Bank Philadelphia, PA Jan 2008 - Jul 2009 1
Invest Financial Corp. Tampa, FL Jan 2008 - Jul 2009 1
Commerce Capital Markets, Inc. Bensalem, PA Apr 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Jan 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Harvey W. Dash
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CT
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
59

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