The Appalachian Financial Group
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 332275
- Fee structure
- Other
- Services
- Educational Seminars / Workshops
Firm profile
FINTRXOverview
The Appalachian Financial Group is organized as a limited liability company and functions as an independent registered investment adviser under individual ownership. The firm’s recorded advisory activity centers on delivering educational seminars and workshops rather than traditional portfolio management or capital deployment. FINTRX classifies the business as an independent RIA; it is not identified as a multi-state adviser or a pension consultant and is not flagged as a related adviser. Regulatory metadata in the record is incomplete (SEC registration year not specified). The firm is not listed as an active ESG investor and its stated fee structure is categorized as "other," which may reflect nonstandard or event-driven billing tied to its seminar/workshop offerings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12
Derek Snider
Financial PlannerCRD 5298141

George Snook
Senior PartnerCRD 2911596

Thomas Weber
AdvisorCRD 5754965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mechanicsburg, PA
Cumberland
Location
Mechanicsburg, PA
Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 100 Sterling Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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