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David Joseph Tushingham

Advisor at Private Advisor Group, LLC — York, PA Eastern Blvd

Updated today

Credentials

Series 66

Experience

19 years

Location

York, PA 17402

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

924

Across 420 offices

Clients per advisor

151 Very High

Avg AUM per client

$303,047 Low

HNW client ratio

16% Typical

About

David Tushingham is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013. Outside of his advisory role, he offers annuities, long-term care, and life insurance products. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

See office

York, PA Eastern Blvd

2845 Eastern Blvd

York PA 17402

Advisors at this office

4

Most active in

Pennsylvania · Texas · Virginia

Work history

19 years of industry experience

Private Advisor Group, LLC

2013 - Present • 13 years

York, PA

LPL Financial

2013 - Present • 13 years

York, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Benjamin B

CFP®, TPCP®, Series 7, Series 63, Series 65

York, PA

The Financial Advisory Group

Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

Cash flow / budgeting General tax planning General estate planning guidance General retirement planning College savings (529s, UTMA, etc.)

Jake K

CFP®, Series 65, Series 63, Series 7

York, PA

Harvest Rock Advisors, LLC

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

General tax planning General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Established Professionals
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Jeffrey G

Series 66

Lancaster, PA

Carriage Hill Investment Associates LLC

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Scott F

Series 65, Series 63

York, PA

Ford Investment & Retirement Management LLC

Scott Ford is a financial advisor at Ford Investment & Retirement Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is also an engineer at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, focusing on customized portfolios primarily composed of individual stocks and ETFs. The firm employs a mix of fundamental, technical, and charting analysis with a primarily short-term investment approach.

Retirement income strategy General retirement planning Cash flow / budgeting
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Shawn M

Series 65

York, PA

Lifetime Financial Foundations, LLC

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

Wealth management Cash flow / budgeting
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Adam S

CFP®, ChFC®, Series 63

York, PA

Saubel Financial Group

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Tax strategies for small businesses
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