Steven Maher, financial advisor Lancaster PA
89 score

Steven Maher

CRD Number: 6094987
Current Firm: Ehd Advisory Services, Inc.

Steven Maher (CRD# 6094987) is an Investment Advisor Representative working at Ehd Advisory Services, Inc. in Lancaster, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Lancaster PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Similar Advisors
James Williams, financial advisor Lancaster PA
James G. Williams
CRD# 2922913
Ic Advisory Services, Inc.
Score
100
Similar Advisors
Shayne Beecher, financial advisor Lancaster PA
Shayne W. Beecher
CRD# 4247234
Rbc Capital Markets, LLC
Score
98
Company Name Location Dates Years
Lpl Financial LLC Lancaster, PA Sep 2014 - Current 2
Global Retirement Partners San Rafael, CA Sep 2014 - Current 2
Financial Telesis Inc. San Rafael, CA Jul 2012 - Current 4
Ehd Advisory Lancaster, PA Jun 2012 - Current 4
Ehd Advisory Lancaster, PA Mar 2012 - Jun 2012 < 1
Penn State University Harrisburg, PA Aug 2011 - Dec 2011 < 1
Wells Fargo Private Bank Philadelphia, PA Jun 2011 - Aug 2011 < 1
Pottery Barn Outlet Lancaster, PA Nov 2005 - Apr 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Steven P. Maher
Phone Number: 717-390-4336
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    124
    MILLIONS
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $361,473
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA, TX

Ready to hire a financial advisor? Get competitive proposals from Steven Maher and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.