FIND A COUNTRYWIDE INVESTMENT SERVICES, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 103919
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for COUNTRYWIDE INVESTMENT SERVICES, INC. Comes From
Understanding the Statistics for COUNTRYWIDE INVESTMENT SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Established
Virginia since 09/01/2007
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at COUNTRYWIDE INVESTMENT SERVICES, INC.
Michael Lee Erpenbach
IAR
RR
CRD#: 3123908
Samantha M Flomenberg
PR
CRD#: 6996939
Location:
Yardley, PA 19067
Company:
YARDLEY WEALTH MANAGEMENT LLC
Disclosures:
Experience:
6 years
Kyle Kaleiluakiliopu Fukuchi
IAR
RR
CRD#: 4572587
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