Cumberland Valley Financial Services Inc.

Cumberland Valley Financial Services Inc. (CRD# 123496) is a financial advisory firm headquartered in , . They manage $22,650,520 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $294,163
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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, financial advisor Greencastle PA
Fred Young
CRD#: 2295947
Greencastle, PA

Fred Young (CRD# 2295947) is an Investment Advisor Representative working at Cumberland Valley Financial Services Inc. in Greencastle, PA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals