Firstadvisor, LLC

Firstadvisor, LLC (CRD# 135764) is a financial advisory firm headquartered in Wilmington, DE. They manage $8,212,863 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $157,940
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
  • Pension consulting services
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.

DE, PA

Financial Advisors at Firstadvisor, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Geoff M. Langdon
CRD#: 4062658
62 Rockford Road, Wilmington, DE 19806
93
Wealthminder
score

Geoff Langdon (CRD# 4062658) is an Investment Advisor Representative working at Firstadvisor, LLC in Wilmington, DE and has over 16 years of experience in the finance industry.

2
Loretta A. Manning
CRD#: 5443618
62 Rockford Road, Wilmington, DE 19806
93
Wealthminder
score

Loretta Manning (CRD# 5443618) is an Investment Advisor Representative working at Firstadvisor, LLC in Wilmington, DE and has over 8 years of experience in the finance industry.

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