Richard EllenbergerCRD Number: 6369980
Current Firm: Parentebeard Wealth Management
Richard Ellenberger (CRD# 6369980) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 2 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Pbwm Holdings||Lancaster, PA||Jan 2015 - Current||2|
|Parentebeard Wealth Management||Lancaster, PA||Oct 2013 - Jan 2015||1|
|Penn State University||Wyomissing, PA||Aug 2011 - May 2014||2|
|National Penn Bank||Robesonia, PA||May 2012 - Oct 2013||1|
|Siani Pest Control||Robesonia, PA||May 2012 - Oct 2013||1|
|United States Marine Corps.||Camp Pendleton, CA||Jul 2011 - Jul 2011||< 1|
|United States Marine Corps||Camp Pendelton, CA||Jul 2007 - Jul 2011||4|
|Penn State University||Wyomissing, PA||Dec 2006 - Jul 2007||< 1|
|Sovereign Bank||Reading, PA||Jun 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management837MILLIONS
Total Number of Accounts625ACCOUNTS
Average Account Value$1,338,957
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MD, NJ, NY, PA, TX, VA
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