Joshua Guevin (CRD# 7617292) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has 1 year 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 |
|---|---|---|---|
| Rkl Wealth Management LLC | Lancaster, PA | Mar 2021 - Current | 3 |
| Villanova University | Villanova, PA | Jan 2020 - Apr 2021 | 1 |
| University Of Valley Forge | Phoenixville, PA | Jan 2020 - Aug 2020 | < 1 |
| Villanova University | Villanova, PA | Aug 2016 - May 2020 | 3 |
| University Of Valley Forge | Phoenixville, PA | Jun 2017 - Aug 2018 | 1 |
| Quality Degree Inc. | Spring City, PA | Jun 2016 - Aug 2016 | < 1 |
| Renaissance Academy | Phoenixville, PA | Sep 2011 - Jul 2016 | 4 |
| Ymca | Phoenixville, PA | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- PA
-
Total Assets Under Management1,796MILLIONS
-
Total Number of Accounts1,095ACCOUNTS
-
Average Account Value$1,640,243
- 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)
CA, CO, DE, FL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA
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