Francis Manella, financial advisor Bala Cynwyd PA
96 score

Francis Manella

CRD Number: 4447909
Current Firm: Mml Investors Services, LLC

Francis Manella (CRD# 4447909) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bala Cynwyd, PA and has over 16 years of experience in the finance industry. Francis Manella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services Bala Cynwyd, PA May 2012 - Current 5
Mass Mutual Life Insurance Company Bala Cynwyd, PA Apr 2012 - Current 5
Crp, Inc. Berlin, NJ Mar 2011 - Apr 2012 1
Unemployed Haddon Heights, NJ Oct 2009 - Mar 2011 1
Lpl Financial Haddonfield, NJ Mar 2010 - Dec 2010 < 1
Wachovia Philadelphia, PA Feb 2009 - Oct 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marlton, NJ Apr 2002 - Feb 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Francis M. Manella
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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