Robert DolanCRD Number: 4595672
Current Firm: Conrad Siegel Investment Advisors
Robert Dolan (CRD# 4595672) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has 1 year of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Capital Blue Cross||Harrisburg, PA||Jun 2013 - Current||4|
|School Boards Insurance Company Of Pennsylvania||Mechanicsburg, PA||Jan 2012 - Current||5|
|Conrad Siegel Investment Advisors, Inc.||Harrisburg, PA||Jul 2002 - Current||15|
|Conrad M. Siegel, Inc.||Harrisburg, PA||Nov 1978 - Current||38|
Total Assets Under Management3,014MILLIONS
Total Number of Accounts336ACCOUNTS
Average Account Value$8,970,593
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY, PA, TX