Unclaimed Profile

David Lee Englehart

PROFESSIONAL FINANCIAL ADVISORS, INC.·NEW CUMBERLAND, Pennsylvania

SIE, Series 6, Series 7, Series 22, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 99TOClean record24 years registeredPROFESSIONAL FINANCIAL ADVISORS, INC.

502 BRIDGE ST, NEW CUMBERLAND, PA 17070CRD# 1403903Firm CRD# 119910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lee Englehart · NEW CUMBERLAND, PA

Registration

CRD #1403903 · PROFESSIONAL FINANCIAL ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROFESSIONAL FINANCIAL ADVISORS, INC.

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Apr 2019 – Jan 2025

NEW CUMBERLAND, PA

PROFESSIONAL FINANCIAL ADVISORS, INC.

Sep 2001 – Nov 2019

CAMP HILL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · September 19, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROFESSIONAL FINANCIAL ADVISORS, INC.

CRD 119910 · SEC 801-80843

AUM

$158M

Regulatory assets under management

Employees

1,376 client accounts

Services offered by PROFESSIONAL FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROFESSIONAL FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does David Lee Englehart offer?

David Lee Englehart specializes in Financial Planning, Investment Management.

What are David Lee Englehart's credentials?

David Lee Englehart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lee Englehart located?

David Lee Englehart is based in NEW CUMBERLAND, Pennsylvania, last registered with PROFESSIONAL FINANCIAL ADVISORS, INC..

How does David Lee Englehart charge for services?

David Lee Englehart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROFESSIONAL FINANCIAL ADVISORS, INC.?

PROFESSIONAL FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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