Dennis Grier (CRD# 3146257) is an Investment Advisor Representative working at Csa Financial Management, Inc. in Hummelstown, PA and has over 25 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csa Financial Management, Inc. | Hummelstown, PA | Jan 2003 - Current | 21 |
| Csa Financial Group, LLC | Hummelstown, PA | Oct 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- PA
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$277,319
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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