Stephen Hetrick, financial advisor Harrisburg PA

Stephen Hetrick

CRD Number: 3057828
Current Firm: Retirement Collaborative LLC

Stephen Hetrick (CRD# 3057828) is an Investment Advisor Representative working at Retirement Collaborative LLC in Harrisburg, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Collaborative LLC Harrisburg, PA Mar 2008 - Current 12
Nfp Securities, Inc. Austin, TX Jan 2005 - Mar 2008 3
The Hetrick Investment Group LLC Harrisburg, PA Oct 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Stephen G. Hetrick
Phone Number: 717-395-9380
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $116,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription 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
Types of Clients
Registered States

PA

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