Advisor at RockCrest Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RockCrest Financial LLC
Location
Bushkill, PA
Credentials
ChFC®, Series 63
Industry experience
44 years
$7,500 to $24,000 per year ($625 to $2,000 per month) for the Personal Finance CEO Service which includes financial planning and investment management.
0.96% annually (Investment Management Only service)
Account minimum: No mandatory minimum account size stated; however, the Personal Finance CEO Service generally targets clients with at least $500,000 in net worth (excluding their home).
Rockcrest Financial LLC
2019 - Present (7 years)
Cypress Financial Planning
2016 - 2019 (3 years)
Cambridge Investment Research Advisors, INC
2009 - 2016 (7 years)
Cambridge investment Research, Inc
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Branchville, NJ
Edward Jones
Series 66
Stroudsburg, PA
Edward Jones
Series 66
Blairstown, NJ
Edward Jones
Series 63, Series 65, Series 66
Branchville, NJ
Edward Jones
CFP®, Series 63
East Stroudsburg, PA
Penn First Advisors
Series 65
East Stroudsburg, PA
Targeted Financial Planning LLC
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