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David Lee Englehart

PROFESSIONAL FINANCIAL ADVISORS, INC.·NEW CUMBERLAND, Pennsylvania
PROFESSIONAL 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.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

David Lee Englehart is a registered financial advisor based in NEW CUMBERLAND, Pennsylvania, affiliated with PROFESSIONAL FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PROFESSIONAL FINANCIAL ADVISORS, INC.
PROFESSIONAL FINANCIAL ADVISORS, INC.
AUM
$158M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PROFESSIONAL FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1403903
Firm CRD# 119910
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Englehart offer?
David Lee Englehart specializes in Financial Planning, Investment Management. Contact their office in NEW CUMBERLAND, Pennsylvania for a consultation.
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, working with PROFESSIONAL FINANCIAL ADVISORS, INC.. Their office serves clients in the NEW CUMBERLAND metropolitan area and surrounding communities.
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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Other Advisors at PROFESSIONAL FINANCIAL ADVISORS, INC.

Matthew Philip Amos
NEW CUMBERLAND, PA
Christine Anne Amos
CAMP HILL, PA
Jeffrey Scott Nickum
NEW CUMBERLAND, PA

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Research
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