AdvisorOS Directory
Claim Profile
KR

Karen Elizabeth Rich-Falvey

RICH INVESTMENTS INC·YORK, Pennsylvania
Unclaimed Profile
11 EAST MARKET STREET, YORK, PA 17401CRD# 4733935Firm CRD# 111125
01

About

Karen Elizabeth Rich-Falvey is a registered financial advisor based in YORK, Pennsylvania, affiliated with RICH INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RICH INVESTMENTS INC
RICH INVESTMENTS INC
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RICH INVESTMENTS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4733935
Firm CRD# 111125
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in YORK?

Browse all registered financial advisors in YORK, Pennsylvania or claim this profile if it's yours.

Browse YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karen Elizabeth Rich-Falvey offer?
Karen Elizabeth Rich-Falvey specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in YORK, Pennsylvania for a consultation.
What are Karen Elizabeth Rich-Falvey's credentials?
Karen Elizabeth Rich-Falvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Elizabeth Rich-Falvey located?
Karen Elizabeth Rich-Falvey is based in YORK, Pennsylvania, working with RICH INVESTMENTS INC. Their office serves clients in the YORK metropolitan area and surrounding communities.
How does Karen Elizabeth Rich-Falvey charge for services?
Karen Elizabeth Rich-Falvey'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 RICH INVESTMENTS INC?
RICH INVESTMENTS INC has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in YORK
Edward Stanley Crooks — ECA INVESTMENT GROUP INCBrian David Selby — ECA INVESTMENT GROUP INCBrandon Edward Crooks — ECA INVESTMENT GROUP INCBrian David Luster — COLLECTIVE FAMILY OFFICE, LLCBonnie Mae Stiles — ECA INVESTMENT GROUP INC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile