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Steven Richard Economopoulos

ECON FINANCIAL SERVICES CORPORATION·HARRISBURG, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65CFPChFCClean record20 years registeredECON FINANCIAL SERVICES CORPORATION
4755 LINGLESTOWN ROAD, HARRISBURG, PA 17112CRD# 3066139Firm CRD# 226774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Richard Economopoulos · HARRISBURG, PA
Registration
CRD #3066139 · ECON FINANCIAL SERVICES CORPORATION · 20 years registered
Brand Profile
Not yet started
01

Career History

ECON WEALTH MANAGEMENT
Oct 2015 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Sep 2005 – Oct 2015
HARRISBURG, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 9, 2005
Years registered · 20
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ECON FINANCIAL SERVICES CORPORATION
CRD 226774 · SEC 801-104471
AUM
$168M
Regulatory assets under management
Employees
7
683 client accounts
Services offered by ECON FINANCIAL SERVICES CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ECON FINANCIAL SERVICES CORPORATION →
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05

Frequently Asked Questions

What services does Steven Richard Economopoulos offer?
Steven Richard Economopoulos specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are Steven Richard Economopoulos's credentials?
Steven Richard Economopoulos holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Steven Richard Economopoulos located?
Steven Richard Economopoulos is based in HARRISBURG, Pennsylvania, working with ECON FINANCIAL SERVICES CORPORATION. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.
How does Steven Richard Economopoulos charge for services?
Steven Richard Economopoulos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECON FINANCIAL SERVICES CORPORATION?
ECON FINANCIAL SERVICES CORPORATION has approximately 7 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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