James AdelspergerCRD Number: 4547058
Current Firm: Parentebeard Wealth Management
James Adelsperger (CRD# 4547058) is an Investment Advisor Representative working at Parentebeard Wealth Management in York, PA and has 1 year of experience in the finance industry. James Adelsperger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Pbwm Holdings, LLC||York, PA||Mar 2016 - Current||1|
|Sfc Asset Management Inc.||York, PA||Jul 2000 - Current||17|
|Seligman, Friedman & Company, P.c.||York, PA||Sep 1996 - Current||21|
Total Assets Under Management837MILLIONS
Total Number of Accounts625ACCOUNTS
Average Account Value$1,338,957
- 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)
CT, FL, MD, NJ, NY, PA, TX, VA