Ehd Advisory Services, Inc.

Ehd Advisory Services, Inc. (CRD# 127155) is a financial advisory firm headquartered in Lancaster, PA. They manage $138,229,235 in 209 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $661,384
Compensation Options
  • A percentage of assets under your management
  • 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, TX

Financial Advisors at Ehd Advisory Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth L. Eshleman
CRD#: 4959741
1857 William Penn Way, Lancaster, PA 17601
96
Wealthminder
score

Kenneth Eshleman (CRD# 4959741) is an Investment Advisor Representative working at Ehd Advisory Services, Inc. in Lancaster, PA and has over 13 years of experience in the finance industry. Kenneth Eshleman 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.

2
Joyce A. Libby
CRD#: 2755633
1857 William Penn Way, Lancaster, PA 17601
96
Wealthminder
score

Joyce Libby (CRD# 2755633) is an Investment Advisor Representative working at Ehd Advisory Services, Inc. in Lancaster, PA and has over 9 years of experience in the finance industry. Joyce Libby 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.

3
Richard J. Rader
CRD#: 2148665
1857 William Penn Way, Lancaster, PA 17605
93
Wealthminder
score

Richard Rader (CRD# 2148665) is an Investment Advisor Representative working at Ehd Advisory Services, Inc. in Lancaster, PA and has over 16 years of experience in the finance industry.

4
Richard J. Diem
CRD#: 6079033
1857 William Penn Way, Lancaster, PA 17601
90
Wealthminder
score

Richard Diem (CRD# 6079033) is an Investment Advisor Representative working at Ehd Advisory Services, Inc. in Lancaster, PA and has 1 year of experience in the finance industry.

5
Steven P. Maher
CRD#: 6094987
1857 William Penn Way, Lancaster, PA 17601
90
Wealthminder
score

Steven Maher (CRD# 6094987) is an Investment Advisor Representative working at Ehd Advisory Services, Inc. in Lancaster, PA and has over 5 years of experience in the finance industry.

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