Rkl Private Wealth

Rkl Private Wealth (CRD# 122693) is a financial advisory firm headquartered in Lancaster, PA. They manage $1,796,065,985 in 1,095 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,796
    MILLION
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $1,640,243
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DE, FL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Rkl Private Wealth
Showing 1 - 10 of 22 top financial advisors.
1
Brandon K. Adams
CRD#: 5372026
1800 Fruitville Pike, Lancaster, PA 17601

Brandon Adams (CRD# 5372026) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 11 years of experience in the finance industry.

2
Nicholas A. Boyer
CRD#: 5864038
1800 Fruitville Pike, Lancaster, PA 17601

Nicholas Boyer (CRD# 5864038) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 13 years of experience in the finance industry.

3
Brayden J. Campbell
CRD#: 6990330
1800 Fruitville Pike, Lancaster, PA 17601

Brayden Campbell (CRD# 6990330) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 5 years of experience in the finance industry.

4
Michael R. Hinerdeer
CRD#: 5302842
1800 Fruitville Pike, Lancaster, PA 17601

Michael Hinerdeer (CRD# 5302842) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 15 years of experience in the finance industry.

5
Deborah J. Lander
CRD#: 5317258
1800 Fruitville Pike, Lancaster, PA 17601

Deborah Lander (CRD# 5317258) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 16 years of experience in the finance industry.

6
Edward W. Monborne
CRD#: 4587333
1800 Fruitville Pike, Lancaster, PA 17601

Edward Monborne (CRD# 4587333) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 24 years of experience in the finance industry.

7
David M. Morais
CRD#: 3269414
3501 Concord Road, York, PA 17402

David Morais (CRD# 3269414) is an Investment Advisor Representative working at Rkl Private Wealth in York, PA and has over 23 years of experience in the finance industry.

8
James J. Palys
CRD#: 7009590
1800 Fruitville Pike, Lancaster, PA 17601

James Palys (CRD# 7009590) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 5 years of experience in the finance industry.

9
Laurie M. Peer
CRD#: 4239738
1330 Broadcasting Road, Wyomissing, PA 19610

Laurie Peer (CRD# 4239738) is an Investment Advisor Representative working at Rkl Private Wealth in Wyomissing, PA and has over 23 years of experience in the finance industry.

10
Thomas D. Reardon
CRD#: 5800403
1330 Broadcasting Road, Wyomissing, PA 19610

Thomas Reardon (CRD# 5800403) is an Investment Advisor Representative working at Rkl Private Wealth in Wyomissing, PA and has over 13 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.