HN
HN

Harry Neidermyer

33 Years of Experience
Ephrata, PA
Broker

Harry Neidermyer is a registered investment advisor at LPL Financial LLC, based in Ephrata, PA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

360 N Reading Road, Ephrata, PA, 17522

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Harry works as a CPA providing tax preparation and accounting services, dedicating about a quarter of his time to this. He also volunteers for the Lititz Fire Company No 1 and uses Aevidum Financial Services as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Fa, INC.
December 2019 - July 2024 · 4 yrs 7 mos
Osaic Fa, INC.Broker
December 2019 - July 2024 · 4 yrs 7 mos
Avantax Advisory Services
November 1993 - December 2019 · 26 yrs 1 mo
Avantax Investment Services, INC.Broker
December 1992 - December 2019 · 27 yrs
State Registrations2 states
FLPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Harry Neidermyer - Financial Advisor | TrueAdvisor