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Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Newburg, PA 17240
Newedge Advisors
Enterprise
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.
Based on Newedge Advisors
Flat fees for financial planning up to $200,000; business consulting fees negotiable
$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program
Commissionable securities sales by representatives registered with broker-dealer affiliates
Hourly consulting fees from $0 to $500
Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay
Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500
Newburg, PA
375 Newville Road, Po Box 112
Newburg PA 17240
Advisors at this office
1
Pennsylvania
33 years of industry experience
NewEdge Advisors, LLC
2021 - Present • 5 years
New Orleans, LA
Mid Atlantic Financial Management, Inc.
2012 - Present • 14 years
Pittsburgh, PA
Mid Atlantic Capital Corporation
2012 - Present • 14 years
Newburg, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance product sales and training, and serves on the Shippensburg Borough Planning Commission and the Gideons International Cumberland South Camp board. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and utilizes Pershing as its custodian and broker-dealer.
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.
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.
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.
CFP®, Series 63
Shippensburg, PA
Cetera
Phyllis Nye is a CFP® professional with 34 years of industry experience, currently serving at Cetera. Her career includes long-term roles at Orrstown Bank and Cetera Wealth Services, LLC. She is involved in community and nonprofit activities such as serving on the finance committee at Our Lady of the Visitation church, acting as vice president of the Summit Health Foundation Board, and participating on the Cumberland County Land Preservation board. Nye also holds leadership roles in local businesses, including vice president of H & H Chevrolet and Cadillac. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services, operating a multi-manager platform that allows advisors to implement model portfolios or bespoke strategies with discretionary and non-discretionary authorities.
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