Invest-in Services

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $121,724
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Invest-in Services
Showing 1 - 1 of 1 top financial advisors.
1
Chelsea M. Knapp
CRD#: 6464691
Lakeville, NY
88
Wealthminder
score

Chelsea Knapp (CRD# 6464691) is an Investment Advisor Representative working at Invest-in Services in Lakeville, NY and has over 2 years of experience in the finance industry.

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