seller-profile

Bill Parker

GrandView Asset Management

4200 Crums Mill Road Second Floor

Harrisburg, PA 17112

717-541-1000

Connect with Bill

General Information

Firm Start Year

CRD#

2363450

Firm CRD#

172357

States Licensed in

PA

Years of Experience in Financial Services

25

Number of Years with Current Firm

25

Advisory Services Provided

Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®

Securities Licenses

Series 63, Series 7

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

https://www.grandviewassetmanagement.com/docs/GVAM-ADV-2A.pdf