Jeffrey Guindon (CRD# 5578137) is an Investment Advisor Representative working at Carriage Hill Investment Associates LLC in Lancaster, PA and has over 11 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 |
|---|---|---|---|
| Carriage Hill Investment Associates LLC | Lancaster, PA | Jun 2019 - Current | 4 |
| Rkl Wealth Management LLC | Lancaster, PA | Dec 2016 - Sep 2019 | 2 |
| Parentebeard Wealth Management LLC | Lancaster, PA | Dec 2015 - Dec 2016 | 1 |
| Commonwealth Financial Network | Waltham, MA | Jan 2013 - Dec 2015 | 2 |
| Commonwealth Financial Network | Waltham, MA | Aug 2009 - Dec 2015 | 6 |
| Sherman Werst, & Company | Lancaster, PA | Sep 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- PA
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$131,148
- 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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