RH
RH

Richard Lee Harshman

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K
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Location

50 Baltimore Street, 4th Floor, Cumberland, MD, 21502

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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

Richard is an owner in Richard L Harshman & Barbara S Harshman Real Estate Investment and Middlepoint Road LLC, both real estate investment ventures. He spends minimal time on these activities during trading hours.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
January 2019 - Present · 7 yrs 1 mo
CBIZ Financial Solutions, INC.Broker
July 2003 - Present · 22 yrs 7 mos
CBIZ Retirement Plan Advisory Services
January 2001 - Present · 25 yrs 1 mo
State Registrations6 states
MDNJNYPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.