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).
Total Assets Under Management32MILLION
Total Number of Accounts235ACCOUNTS
Average Account Value$136,196
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DE, MD, NJ
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.