Best Investors Account Sign in
Inactive

Deborah Jean Lander

Rkl Private Wealth

Lancaster, PA

CRD 5317258

Claim This Profile
Employer firm

Rkl Private Wealth CRD 122693

$2.51B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rkl Private Wealth

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-04-27
  • PA RA
    APPROVED
    Since 2018-04-27

Branch Locations

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M&T Bank York PA 04/1989 04/2018
M&T Securities York PA 03/2007 04/2018
Rkl Wealth Management Llc Lancaster PA 04/2018 Present
  • 04/1989 → 04/2018
    M&T Bank
    York, PA
  • 03/2007 → 04/2018
    M&T Securities
    York, PA
  • 04/2018 → Present
    Rkl Wealth Management Llc
    Lancaster, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-05-22
  • S63 Uniform Securities Agent State Law Examination
    2007-05-22
Designations
  • Certified Financial Planner
Other Names
  • Deborah Jean Franc
  • Deborah Jean Fink
  • Debora Lander

View on SEC IAPD

More in Lancaster, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor