Harold Joseph Beshaw
CFP®, ChFC®Professional Summary
Harold Joseph Beshaw, CFP®, ChFC®, who also goes by Harold J Beshaw, is a registered financial advisor currently at RKL PRIVATE WEALTH located in Chambersburg, Pennsylvania. Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Harold has worked at 14 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Harold J Beshaw
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
Credentials
Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
Current Firm
KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH
Contact Information
Main Address
1800 Fruitville Pike, Lancaster, PA 17601Mailing Address
P.o. Box 8408, Lancaster, PA 17604Phone Number
(717) 399-1700# of Employees
38SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,675AUM (Assets Under Management)
$2,508,067,068Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2025 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 01/02/2024 | Cover Page | Report |
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
Primary Firm SEC Registration
KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH
State Registrations and Notice Filings
(1/20/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2024About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1996About the Series 6 examSimilar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Harold Joseph Beshaw's CRS (Customer Relationship Summary).
Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
MORGAN STANLEY
LEGACY FINANCIAL ADVISORS
LPL FINANCIAL LLC