Best Investors Account Sign in
Inactive

Irene Susan Giman

Rtd Financial Advisors Inc

Philadelphia, PA

CRD 1240869

Claim This Profile
Employer firm

Rtd Financial Advisors Inc CRD 110744

$2.72B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Rtd Financial Advisors Inc

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-04-19
PA RA APPROVED 2016-04-18
  • NJ RA
    APPROVED
    Since 2016-04-19
  • PA RA
    APPROVED
    Since 2016-04-18

Branch Locations

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • 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
Power Wellness Cherry Hill NJ 04/2009 Present
Rtd Financial Advisors Inc Philadelphia PA 03/2016 Present
Previous Registrations
  • 2012-04-18 → 2016-03-30
    Pinnacle Financial Advisors, Llc
    Marlton, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-02-28
  • S63 Uniform Securities Agent State Law Examination
    1984-02-28
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC

Nearby Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW

Nearby Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA

More in Philadelphia, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor