AM
CFP
AM
CFP

Audrey Myer

17 Years of Experience
Elizabethtown, PA
BrokerSells Insurance

Audrey Myer is a CFP-designated registered investment advisor, based in Elizabethtown, PA, with 17 years of industry experience.

Location

101 Masonic Drive, Elizabethtown, PA, 17022

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Audrey is Vice President, Secretary, and Advisory Representative at Masland & Barrick Advisory, Inc. and also an Investment Advisor for their RIA, spending a significant amount of time on these activities; she also sells fixed insurance products, dedicating minimal time to this. Audrey is also involved with Eder Financial Inc., the Financial Planning Association, and Camp Swatara.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - September 2025 · 2 yrs 3 mos
Cetera Advisor Networks LLC
July 2017 - June 2023 · 5 yrs 11 mos
Masland & Barrick Advisory, INC
September 2015 - August 2025 · 9 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - September 2025 · 12 yrs
Walnut Street Securities, INC.Broker
September 2008 - September 2013 · 5 yrs
State Registrations19 states
CACTFLKSKYMAMDMIMONCNYOHORPASCTXUTVAWI
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.