Gregory HartmanCRD Number: 4616592
Current Firm: Raymond James Financial Services Advisors, Inc.
Gregory Hartman (CRD# 4616592) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mechanicsburg, PA and has over 14 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Raymond James Financial Services Advisors, Inc.||Mechanicsburg, PA||Jan 2009 - Current||9|
|Independent Ins Agent||Harrisburg, PA||Jul 2004 - Current||13|
|Raymond James Financial Services,inc||Mechanicsburg, PA||Feb 2004 - Current||13|
|Hs Financial Services||Mechanicsburg, PA||Nov 2001 - Current||16|
|Dgs Enterprises||Mechanicsburg, PA||Oct 1990 - Current||27|
|Accounting / Cpa / Tax Preparation||Mechanicsburg, PA||Oct 1985 - Current||32|
|Hartman & Scheuchenznber, Cpa's||Mechanicsburg, PA||Oct 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV