Stefan Striffler (CRD# 2210205) is an Investment Advisor Representative working at Lincoln Investment in Mountville, PA and has over 32 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | Fort Washington, PA | Jan 2018 - Current | 6 |
Capital Analyst | Hanover, PA | Jan 2018 - Current | 6 |
Signator Investors, Inc. | Gold River, CA | May 2016 - Current | 8 |
Various Insurance Carriers | Windsor, PA | Jun 2000 - Current | 23 |
Red Lion Area School District | Red Lion, PA | Oct 2012 - May 2017 | 4 |
Transamerica Financial Advisors, Inc. | Windsor, PA | Sep 2006 - May 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1992 |
S65 | NASAA Investment Advisors Law Examination | May 2018 |
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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