Advisor at Chapel Hill Investment Analysts Inc
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Firm
Chapel Hill Investment Analysts Inc
Location
Greensburg, PA 15601
Credentials
Series 63
Industry experience
24 years
Joseph Codrick is a financial advisor with Chapel Hill Investment Analysts Inc in Greensburg, PA, holding a Series 63 designation and 24 years of industry experience. He has been with Chapel Hill Investment Analysts and Trustmark Financial Group, Inc. since 2000. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, and related services. The firm employs a core-portfolio approach emphasizing diversified allocations to ETFs and mutual funds, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.
Based on Chapel Hill Investment Analysts Inc
Based on Chapel Hill Investment Analysts Inc
$0+: 0.95% annually for all accounts except fixed-income option $0+: 0.40% annually for fixed-income accounts
$550 per hour for administrative services not included in advisory fee.
460 Mathews Street, Suite 2100
Greensburg, PA 15601
Pennsylvania
Chapel Hill Investment Analysts
2000 - Present (26 years)
Trustmark Financial Group, Inc.
2000 - Present (26 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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