Maggie Root (CRD# 7494135) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 2 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 |
|---|---|---|---|
| Rkl Wealth Management LLC | Lancaster, PA | Jun 2021 - Current | 2 |
| Full Time Student | Lancaster, PA | Dec 2011 - May 2021 | 9 |
| Sauder's Eggs | Lititz, PA | Jun 2020 - Aug 2020 | < 1 |
| Sauder's Eggs | Lititz, PA | Jun 2019 - Aug 2019 | < 1 |
| Lancaster Brian And Spine | Lancaster, PA | Mar 2018 - Sep 2018 | < 1 |
| Pa Horticultural Society | Philadelphia, PA | Mar 2018 - Mar 2018 | < 1 |
| American Eagle Outfitters | Lancaster, PA | May 2016 - Aug 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 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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