Cumberland Valley Financial Services Inc.

Cumberland Valley Financial Services Inc. (CRD# 123496) is a financial advisory firm headquartered in , . They manage $10,386,412 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $101,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 Cumberland Valley Financial Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Fred Young
CRD#: 2295947
Greencastle, PA
96
Wealthminder
score

Fred Young (CRD# 2295947) is an Investment Advisor Representative working at Cumberland Valley Financial Services Inc. in Greencastle, PA and has over 24 years of experience in the finance industry. Fred Young 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.

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