Paoli Financial Advisors, Ltd.
Paoli Financial Advisors, Ltd. (CRD# 174361) is a financial advisory firm headquartered in Paoli, PA. They manage $9,641,640 in 16 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management10MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$602,603
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
DE, NJ, PA
Christopher Nawn (CRD# 1508514) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 23 years of experience in the finance industry.
Mary Stockton (CRD# 6568554) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has 1 year of experience in the finance industry.
Richard Switzer (CRD# 3275990) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 24 years of experience in the finance industry.