Edward MonborneCRD Number: 4587333
Current Firm: Rkl Wealth Management LLC
Edward Monborne (CRD# 4587333) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 18 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Reinsel Kuntz Lesher LLP||Lancaster, PA||Jan 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2000|
Total Assets Under Management511MILLIONS
Total Number of Accounts1,742ACCOUNTS
Average Account Value$293,173
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, DE, FL, LA, MD, NH, NJ, NY, PA, SC, TX, VA