Best Investors Account Sign in
Inactive

Fred Young

Cumberland Valley Financial Services Inc.

Greencastle, PA

CRD 2295947

Claim This Profile
Employer firm

Cumberland Valley Financial Services Inc. CRD 123496

$30.3M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Cumberland Valley Financial Services Inc.

Greencastle, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 1993-06-09
  • PA RA
    APPROVED
    Since 1993-06-09

Branch Locations

Greencastle, PA • 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
Cumberland Valley Financial Services Inc. Greencastle PA 10/1992 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-27
  • S65 Uniform Investment Adviser Law Examination
    1992-10-27
Designations
  • Certified Financial Planner
Other Names
  • Fred Young

View on SEC IAPD

More in Greencastle, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor