Harry Neidermyer (CRD# 2288828) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ephrata, PA and has over 31 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors, Inc. | Ephrata, PA | Dec 2019 - Current | 4 |
| Insite Cpas, LLP | Lancaster, PA | Jul 2012 - Current | 11 |
| H. Richard Neidermyer, Cpa | Lititz, PA | Dec 1976 - Current | 47 |
| H.d. Vest Advisory Services | Lititz, PA | Dec 1993 - Dec 2019 | 26 |
| H.d. Vest Investment Services | Lititz, PA | Oct 1992 - Dec 2019 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- PA
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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