Advisor at Chapel Hill Investment Analysts Inc
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Firm
Chapel Hill Investment Analysts Inc
Location
Greensburg, PA 15601-6913
Credentials
Series 65
Industry experience
7 years
Ryan Codrick is a financial advisor at Chapel Hill Investment Analysts, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been with Chapel Hill Investment Analysts since 2013. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning and portfolio management, including retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach focused on diversified ETF and mutual fund allocations, 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.
126 Mathews Street, Suite 1600
Greensburg, PA 15601-6913
Pennsylvania
Chapel Hill Investment analysts, Inc.
2013 - Present (13 years)
Chapel Hill Investment analysts, Inc.
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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