Cumberland Valley Financial Services Inc.
Cumberland Valley Financial Services Inc. (CRD# 123496) is a financial advisory firm headquartered in , . They manage $22,650,520 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cumberland Valley Financial Services Inc.
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts77ACCOUNTS
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Average Account Value$294,163
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Cumberland Valley Financial Services Inc.
1
Fred Young (CRD# 2295947) is an Investment Advisor Representative working at Cumberland Valley Financial Services Inc. in Greencastle, PA and has over 31 years of experience in the finance industry.
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