![Kara Reisser, financial advisor York PA](/img/ws/profile-blank-sq.png)
Kara Reisser (CRD# 7075215) is an Investment Advisor Representative working at Edward Jones in York, PA and has 1 year of experience in the finance industry.
![Joseph Adamchak, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Brandon Adams, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 5372026
Rkl Private Wealth
![Jon Adams, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St. Louis, MO | Mar 2019 - Current | 5 |
Real Estate Education Center | York, PA | Sep 2018 - Mar 2019 | < 1 |
Heritage Hills Athletic Club | York, PA | Jan 2019 - Feb 2019 | < 1 |
Cr Consulting | Camp Hill, PA | Feb 2017 - Aug 2018 | 1 |
Morex Ribbon | Manchester, PA | Oct 2016 - Feb 2017 | < 1 |
Unemployed | Manchester, PA | Mar 2016 - Sep 2016 | < 1 |
American Advantage Mortgage | York, PA | Feb 2012 - Feb 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- PA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
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