Jeffrey Guindon, financial advisor Lancaster PA
90 score

Jeffrey Guindon

CRD Number: 5578137
Current Firm: Parentebeard Wealth Management

Jeffrey Guindon (CRD# 5578137) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 4 years of experience in the finance industry.

Similar Advisors
James Gano, financial advisor Lancaster PA
James H. Gano
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Lancaster PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Similar Advisors
James Williams, financial advisor Lancaster PA
James G. Williams
CRD# 2922913
Ic Advisory Services, Inc.
Score
100
Company Name Location Dates Years
Pbwm Holdings, LLC Lancaster, PA Dec 2015 - Current 1
Commonwealth Financial Network Waltham, MA Jan 2013 - Dec 2015 2
Sherman Werst, & Company Lancaster, PA Sep 2008 - Dec 2015 7
Commonwealth Financial Network Waltham, MA Jun 2009 - Jan 2013 3
Lancaster Area Habitat For Humanity Lancaster, PA Nov 2007 - Jun 2008 < 1
York College Of Pennsylvania York, PA May 2007 - Nov 2007 < 1
Braverman Financial Assosicates Lancaster, PA Nov 2006 - May 2007 < 1
York College Of Pennsylvania York, PA Mar 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Jeffrey R. Guindon
Phone Number: 717-393-9721
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    837
    MILLIONS
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $1,338,957
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, MD, NJ, NY, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Guindon and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.