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Galilee Thomas Harter

Advisor at Cetera — Spring Run, PA

Updated today

Credentials

Series 66

Experience

14 years

Location

Spring Run, PA 17262

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,115 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Galilee Harter is a financial advisor at Cetera with 14 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Wheatland Advisors, Inc and Orrstown Financial Services. She serves on the board of the Chambersburg Area Education Foundation, working to advance educational opportunities in her community. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Spring Run, PA

16400 Path Valley Rd

Spring Run PA 17262

Advisors at this office

1

Most active in

Pennsylvania

Work history

14 years of industry experience

1942 Scotland Avenue, LLC

2024 - Present • 2 years

Chambersburg, PA

Cetera

2023 - Present • 3 years

Schaumburg, IL

Wheatland Advisors, Inc

2017 - 2020 • 3 years

Lancaster, PA

Cetera Wealth Services, LLC

2013 - Present • 13 years

El Segundo, CA

Orrstown Financial Services

2008 - Present • 18 years

Shippensburg, 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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Michael E

Series 63, Series 65

Shippensburg, PA

Mutual Of Omaha Investor Services, Inc.

Michael Eicher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked with Mutual of Omaha and Mutual of Omaha Investor Services since 2015 in various roles. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, operating through platform relationships with Envestnet and Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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William L

Series 63, Series 65

Shippensburg, PA

Mutual Of Omaha Investor Services, Inc.

William Lape is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He is the president of ProtectSHIP LLC, where he is involved in administration and training for health insurance products. Lape also serves as a volunteer board member on the Shippensburg Borough Planning Commission and the Gideons International Cumberland South Camp. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning, utilizing platform relationships with Envestnet and custodial services through Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Greg M

Series 63, Series 65

Newburg, PA

Newedge Advisors

Greg McMullen is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NewEdge Advisors since 2021. He also has longstanding roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation dating back to 2012. Outside of his advisory work, McMullen serves as a basketball official for high school and club events through the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Randall T

Series 63, Series 65

Shippensburg, PA

Lincoln Investment

Randall Taylor is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked with Legend Advisory Corporation and Legend Equities Corporation. Taylor serves as president of the Drew Michael Taylor Foundation, a nonprofit organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various investment programs, managing a mix of in-house and third-party strategies through strategic and tactical approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Robert R

Series 63, Series 66

Shippensburg, PA

Cetera

Robert Russoli is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 22 years of industry experience. His prior roles include positions at Wheatland Advisors, Inc. and Orrstown Bank, where he continues to manage the trust department and supervise advisors. Outside of his advisory work, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jacob B

Series 66, Series 65

Shippensburg, PA

Cetera

Jacob Barling is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and five years of industry experience. His prior work includes roles at Edward Jones and Orrstown Bank, where he also serves as a financial professional in an administrative capacity. Barling participates as a finance committee member for Corpus Christi Catholic Church. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to various portfolio models, discretionary and non-discretionary account options, and multiple custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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