Five Rivers Financial Advisors, LLC

Five Rivers Financial Advisors, LLC (CRD# 120249) is a financial advisory firm headquartered in North East, MD. They manage $32,005,973 in 235 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $136,196
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, MD, NJ

Financial Advisors at Five Rivers Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raymond M. Heidel
CRD#: 3180344
3 South Mauldin Avenue, North East, MD 21901
96
Wealthminder
score

Raymond Heidel (CRD# 3180344) is an Investment Advisor Representative working at Five Rivers Financial Advisors, LLC in North East, MD and has over 18 years of experience in the finance industry. Raymond Heidel 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.

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