Robert Lockyer (CRD# 6873747) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in Reading, PA and has 1 year of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moondance Investment Advisors, LLC | New Hope, PA | Oct 2017 - Current | 6 |
| Tioga-franklin Savings Bank | Philadelphia, PA | Apr 2015 - Jun 2022 | 7 |
| Tioga-franklin Savings Bank | Philadelphia, PA | Jul 2002 - Mar 2015 | 12 |
- PA
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts101ACCOUNTS
-
Average Account Value$296,510
- 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
PA
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