Paul Burgdorf (CRD# 5868892) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has over 13 years of experience in the finance industry.
CRD# 6660754
Mariner Wealth
CRD# 5944997
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4193503
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Financial Advisors, LLC | West Chester, OH | Feb 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- IN
- OH
-
Total Assets Under Management469MILLIONS
-
Total Number of Accounts1,157ACCOUNTS
-
Average Account Value$404,936
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, IN, KY, NE, OH, PA, TX, VA
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