Best Investors Account Sign in
Inactive

Michele Lyn Hewitt

Wellfull

Harleysville, PA

Claim This Profile
Current Employers
Wellfull

272 Ruth Road, Harleysville, PA 19438 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-07
  • PA RA
    APPROVED
    Since 2024-11-07

Branch Locations

272 Ruth Road, Harleysville, PA 19438 • 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
Asset Planning Services Harleysville PA 07/2012 12/2021
Wescott Financial Advisory Group Philadelphia PA 01/2022 09/2024
Bernardo Wealth Planning Harleysville PA 09/2024 Present
  • 07/2012 → 12/2021
    Asset Planning Services
    Harleysville, PA
  • 01/2022 → 09/2024
    Wescott Financial Advisory Group
    Philadelphia, PA
  • 09/2024 → Present
    Bernardo Wealth Planning
    Harleysville, PA
Previous Registrations
Other Businesses

Rental properties; not investment related; owner; income from rental properties

Designations
Other Names
  • Michele L Bergey

View on SEC IAPD

Other Firms

WESCOTT FINANCIAL ADVISORY GROUP LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
SUMMIT FINANCIAL, LLC

Other Investors

SANDRA ELAINE GOODSTEIN
CHRISTOPHER ANTHONY CORTESE
KAREN BETH MCINTYRE
MARK DAVID KEMP
Luke Childs
TODD ALEXANDER LITTLE
Sean Kieran Larkin
DANIEL S MELVILLE

Other Offices

WESCOTT FINANCIAL ADVISORY GROUP LLC · Harleysville, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HARLEYSVILLE, PA
CETERA INVESTMENT ADVISERS LLC · HARLEYSVILLE, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Harleysville, PA

More in Harleysville, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor