Invest-in Services (CRD# 283193) is a financial advisory firm headquartered in , . They manage $34,934,705 in 287 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts287ACCOUNTS
Average Account Value$121,724
- 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
FL, NY, TX
Chelsea Knapp (CRD# 6464691) is an Investment Advisor Representative working at Invest-in Services in Lakeville, NY and has 1 year of experience in the finance industry.