Lisa GriffithsCRD Number: 6293701
Current Firm: Rkl Wealth Management LLC
Lisa Griffiths (CRD# 6293701) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 4 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Kuntz Lesher Capital||Lancaster, PA||Apr 2013 - Current||5|
|Hallmark Cards||Lancaster, PA||Feb 1996 - Apr 2013||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
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