Rcn Wealth Advisors, Inc.
Rcn Wealth Advisors, Inc. (CRD# 163562) is a financial advisory firm headquartered in Stevensville, MD. They manage $39,079,000 in 140 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Rcn Wealth Advisors, Inc.
By the Numbers
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Total Assets Under Management39MILLION
-
Total Number of Accounts140ACCOUNTS
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Average Account Value$279,136
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, TX, VA
Financial Advisors at Rcn Wealth Advisors, Inc.
1
Nicholas Lumpp (CRD# 5283280) is an Investment Advisor Representative working at Rcn Wealth Advisors, Inc. in Stevensville, MD and has over 15 years of experience in the finance industry.
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