Stefan Striffler (CRD# 2210205) is an Investment Advisor Representative working at Lincoln Investment in Mountville, PA and has over 32 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 |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jan 2018 - Current | 6 |
| Capital Analyst | Hanover, PA | Jan 2018 - Current | 6 |
| Signator Investors, Inc. | Gold River, CA | May 2016 - Current | 7 |
| Various Insurance Carriers | Windsor, PA | Jun 2000 - Current | 23 |
| Red Lion Area School District | Red Lion, PA | Oct 2012 - May 2017 | 4 |
| Transamerica Financial Advisors, Inc. | Windsor, PA | Sep 2006 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- 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)
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