LPL Financial | Financial Advisor in Lafayette Hill ,PA

100 Germantown Pike
Lafayette Hill, PA 19444

About

The Philadelphia Group is a wealth management firm that was founded on the principals of competence, independence, and client service that exceeds expectations.

We have the knowledge and the resources to continually provide innovative strategies for client?s ever changing needs.

13 Years of Experience



General Information
Name of Broker/Dealer:   THE PHILADELPHIA GROUP
Name of Custodial Firm:   LPL
States Licensed in:   PA, NJ
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses , Individual Investors , Investment Clubs


Services
Investment Types:   Mutual Funds , Exchange Traded Funds (ETFs) , Options & Futures , Bonds , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via email , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life
Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   $75,000
Compensation Methods:   Commissions , Based on Assets



FAQs

Patrick Rotondo

Patrick Rotondo

Communities Served

NJ PA Dl

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM