Crosswalk Investment Advisory, Inc.

Crosswalk Investment Advisory, Inc. (CRD# 123428) is a financial advisory firm headquartered in Strasburg, PA. They manage $5,000,000 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $42,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Crosswalk Investment Advisory, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lee E. Kerr
CRD#: 1789414
62 Pitney Road, Lancaster, PA 17602
93
Wealthminder
score

Lee Kerr (CRD# 1789414) is an Investment Advisor Representative working at Crosswalk Investment Advisory, Inc. in Lancaster, PA and has over 28 years of experience in the finance industry.

2
Edward J. Plakans
CRD#: 2488119
62 Pitney Road, Lancaster, PA 17602
93
Wealthminder
score

Edward Plakans (CRD# 2488119) is an Investment Advisor Representative working at Crosswalk Investment Advisory, Inc. in Lancaster, PA and has over 22 years of experience in the finance industry.

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