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 25 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Collaborative LLC Harrisburg, PA Mar 2008 - Current 16
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
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $120,998
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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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