Invested Advisors
Invested Advisors (CRD# 311243) is a financial advisory firm headquartered in State College, PA. They manage $190,685,149 in 512 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management191MILLION
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Total Number of Accounts512ACCOUNTS
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Average Account Value$372,432
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, PA, TX
Financial Advisors at Invested Advisors
1
Kristen Coombs (CRD# 4270127) is an Investment Advisor Representative working at Invested Advisors in State College, PA and has over 19 years of experience in the finance industry.
2
Blair Hefkin (CRD# 7072873) is an Investment Advisor Representative working at Invested Advisors in State College, PA and has over 3 years of experience in the finance industry.
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