Edward Isenberg (CRD# 7880169) is an Investment Advisor Representative working at Lincoln Investment in Bloomsburg, PA and has 1 year of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 2215408
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | Fort Washington, PA | May 2024 - Current | < 1 |
Capital Analysts | Fort Washington, PA | May 2024 - Current | < 1 |
Lincoln Investment | Fort Washington, PA | Mar 2024 - Current | < 1 |
Unemployed/retired/off-season For My Business | Berwick, PA | Sep 2023 - Current | < 1 |
Sugar Shack Mini Donuts & Lemonade | Berwick, PA | Mar 2023 - Sep 2023 | < 1 |
Clear View Asset Protection | Hughesville, PA | Jan 2022 - Apr 2023 | 1 |
Unemployed/retired | Berwick, PA | Nov 2021 - Jan 2022 | < 1 |
Berwick Area School District Police Department | Berwick, PA | Jan 2020 - Nov 2021 | 1 |
Pennsylvania State Police | Harrisburg, PA | Mar 1995 - Jan 2020 | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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