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Richard Lavery

Conrad Siegel Investment Advisors

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About Richard Lavery

Richard Lavery is an investment advisor representative at Conrad Siegel Investment Advisors. Richard has been in the industry since May 2019 and has been registered with the state of Pennsylvania since October 2023. Richard is a Series 65 licensed advisor. Richard specializes in providing financial planning and portfolio management services for individuals and businesses. Richard's firm, Conrad Siegel Investment Advisors, has a strong focus on providing 401(k) participant consulting and educational services. Conrad Siegel Investment Advisors manages over $9 billion in assets for various clients, including insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals, and state or municipal government entities.

Firm Information

Richard Lavery is currently registered with Conrad Siegel Investment Advisors. Conrad Siegel Investment Advisors, based in Harrisburg, Pennsylvania, is an investment advisory firm with over 20 investment adviser representatives. They offer a variety of services including financial planning, portfolio management for businesses and individuals, and 401(k) participant consulting and educational services. The firm manages over $9 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Conrad Siegel Investment Advisors

501 CORPORATE CIRCLE

HARRISBURG, PA 17110

$9.04B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401(k) participant consulting and educational services

401(k) participant consulting and educational services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Lavery’s Registration & Firm History

PA

10/23/2023 - Present

Conrad Siegel Investment Advisors (HARRISBURG PA)

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Licenses & Designations

IA

Issued 10/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Lavery.
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