Letitia Cordell, financial advisor Carrolltown PA

Letitia Cordell

CRD Number: 2333332
Current Firm: Next Financial Group, Inc.

Letitia Cordell (CRD# 2333332) is an Investment Advisor Representative working at Next Financial Group, Inc. in Carrolltown, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Patton, PA Aug 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Letitia Cordell
Phone Number: 877-876-6398
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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