Harold
Beshaw
Rkl Private Wealth
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About this Advisor
Harold Beshaw is a certified financial planner and chartered financial consultant who works out of Lancaster, Pennsylvania with 1 year of industry experience. Beshaw works at Rkl Private Wealth. Throughout their career, they have worked at Avantax Insurance Services, Inc, Avantax Advisory Services, Rkl Wealth Management, Avantax Investment Services, Inc, 1St Global Capital Corp and 1St Global Advisors Inc. Beshaw has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Rkl Private Wealth is an advisory company headquartered in Lancaster, PA. The company has offices in six locations and a total of 33 employees. It controls $1 billion in assets under management across its 1,074 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,074 client accounts, 32% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Rkl Private Wealth likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rkl Private Wealth Brokerage Details
$1,431,852,377
33
1,074
$1,333,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Harold Beshaw Work History
Harold has been registered as a financial advisor for 1 years.*
Rkl Wealth Management
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Services, Inc
1St Global Capital Corp
1St Global Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Harold Beshaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rkl Private Wealth
Lancaster, PA
Lancaster, PA
Reading, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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