Insight Total Stewardship
Insight Total Stewardship (CRD# 281229) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $4,000,000 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts81ACCOUNTS
Average Account Value$49,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Shayna Harvey (CRD# 4192481) is an Investment Advisor Representative working at Insight Total Stewardship in Bala Cynwyd, PA and has over 17 years of experience in the finance industry. Shayna Harvey 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.