Paige McCreary (CRD# 5890185) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Altoona, PA and has over 7 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fulton Financial Advisors | Altoona, PA | Jan 2019 - Current | 5 |
| Fulton Bank | Altoona, PA | Jan 2019 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Altoona, PA | Feb 2017 - Current | 7 |
| Raymond James Financial Services,inc | Altoona, PA | Apr 2015 - Current | 9 |
| Raymond James Financial Services,inc | Altoona, PA | Mar 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- PA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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