Lauren McNeelyCRD Number: 5984608
Current Firm: Rkl Wealth Management LLC
Lauren McNeely (CRD# 5984608) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Kuntz Lesher Capital LLC||Lancaster, PA||Jun 2011 - Current||6|
|Pnc Bank||Morgantown, WV||Apr 2010 - Apr 2011||1|
|West Virginia University||Morgantown, WV||Aug 2006 - Jun 2010||3|
|Pnc Bank||Lancaster, PA||Aug 2009 - Apr 2010||< 1|
|Bank Of Lancaster County||Lancaster, PA||May 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management882MILLIONS
Total Number of Accounts2,144ACCOUNTS
Average Account Value$411,171
- 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