Featured Business Financial Advisor in Allentown, PA
Allentown Financial Advisors
Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100
Allentown, PA 18106
Phone Number
Advisor Profile
Harry Berman
Name:  Harry Berman
Website:  Visit Website
Disclosure Link:
https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957." target="_blank">WiserAdvisor is a solicitor ...

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
 

General Information

CRD#:    2190861
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    PA
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 63, Series 66, Series 53, Series 4, Series 6, Series 26, Series 24, Series 7
 

Firm Information

Firm's Number of Clients:    9,480,515
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
 
 
 
Prepared By: Harry Berman

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