Fident Financial, LLC

Fident Financial, LLC (CRD# 286510) is a financial advisory firm headquartered in , . They manage $36,439,276 in 290 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/jeremywalter/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $125,653
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Fident Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy Walter, financial advisor Lancaster PA
Jeremy C. Walter
CRD#: 5287364
Lancaster, PA

Jeremy Walter (CRD# 5287364) is an Investment Advisor Representative working at Fident Financial, LLC in Lancaster, PA and has over 16 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