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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Financial Advisory Services, LLC 1 year, 6 months Feb 2015 - Present
The Financial Consulate Inc. 3 years, 9 months May 2011 - Feb 2015
Infinex Investments, Inc. 2 years, 2 months Feb 2009 - May 2011
Adams County National Bank 3 years, 9 months Aug 2007 - May 2011
Fox Independent Investment Advisory 2 years, 7 months May 2005 - Dec 2007
South Western School District 3 years Aug 2004 - Aug 2007
Elizabethtown College 13 years, 12 months Sep 2002 - Present
Eastern University 8 years, 7 months Sep 2002 - Apr 2011

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

Insights by Ryan Fox

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 12, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 14, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Financial Advisory Services, LLC

Last updated on March 25, 2016
    • $79.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 443
      Accounts
    • $180.1K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements