Edward Monborne, financial advisor Lancaster PA

Edward Monborne

CRD Number: 4587333
Current Firm: Rkl Private Wealth

Edward Monborne (CRD# 4587333) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Reinsel Kuntz Lesher LLP Lancaster, PA Jan 2005 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Edward W. Monborne
Phone Number: (717) 399-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,432
    MILLIONS
  • Total Number of Accounts
    1,074
    ACCOUNTS
  • Average Account Value
    $1,333,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, DE, FL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

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