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Galilee Harter

Advisor at Cetera

Updated today

Location

Spring Run, PA 17262

Credentials

Series 66

Industry experience

13 years

About

Galilee Harter is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Wheatland Advisors, Inc. and Orrstown Financial Services. Harter serves on the board of the Chambersburg Area Education Foundation, where she works on advancing educational opportunities in the community. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, combining retirement and fiduciary capabilities with a broad trust and institutional network.

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) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

16400 Path Valley Rd

Spring Run, PA 17262

Most active in

Pennsylvania

Work history

1942 Scotland Avenue, LLC

2024 - Present (2 years)

Cetera

2023 - Present (3 years)

Wheatland Advisors, Inc

2017 - 2020 (3 years)

Cetera Wealth Services, LLC

2013 - Present (13 years)

Orrstown Financial Services

2008 - Present (18 years)

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

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Michael Eicher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Mutual of Omaha since 2015 and with Mutual of Omaha Investor Services since 2022. In addition to advisory work, he is licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, utilizing a platform that integrates model portfolios and discretionary management through approved managers.

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 15 years of industry experience. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance administration and training, and serves on the Shippensburg Borough Planning Commission as well as the board of Gideons International Cumberland South Camp. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives using an approved platform.

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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Greg M

Series 63, Series 65

Newburg, PA

Newedge Advisors

Greg McMullen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2012. Outside of his advisory roles, McMullen officiates high school and club basketball games with the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Randall T

Series 63, Series 65

Shippensburg, PA

Capital Analysts

Randall Taylor is a financial advisor with Lincoln Investment in Shippensburg, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Taylor serves as president of the Drew Michael Taylor Foundation and is involved in several community activities, including board membership for the Rotary Club of Shippensburg Foundation and volunteering as an election worker and Meals on Wheels driver. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning and portfolio management services through both advisor-managed and programmatic strategies.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Robert R

Series 63, Series 66

Shippensburg, PA

Cetera

Robert Russoli is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has also been associated with Wheatland Advisors and Orrstown Bank. Outside of his advisory role, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios, with a notable combination of retirement and fiduciary capabilities integrated into its broader institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jacob B

Series 65, Series 66

Shippensburg, PA

Cetera

Jacob Barling is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and five years of industry experience. He has worked at Cetera Wealth Services and Orrstown Financial Advisors, among other firms. Outside of his advisory role, he serves on the finance committee of Corpus Christi Catholic Church. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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