Sean Dann (CRD# 7535061) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marshall Financial Group, Inc. | Doylestown, PA | Jun 2021 - Current | 2 |
| Residential Life- University Of Notre Dame | Notre Dame, IN | Jul 2020 - May 2021 | < 1 |
| University Of Notre Dame | Notre Dame, IN | Aug 2017 - May 2021 | 3 |
| Marshall Financial Group | Doylestown, PA | May 2020 - Aug 2020 | < 1 |
| University Of Notre Dame | Notre Dame, IN | Aug 2019 - May 2020 | < 1 |
| Marshall Financial Group | Doylestown, PA | May 2019 - Aug 2019 | < 1 |
| University Of Notre Dame | Notre Dame, IN | Jan 2019 - May 2019 | < 1 |
| Academic Services For Student Athletes- University Of Notre Dame | Notre Dame, IN | Jan 2018 - Dec 2018 | < 1 |
| Northampton Landscaping | Warrington, PA | Jun 2017 - Aug 2018 | 1 |
| Buttonwood Grill | Lahaska, PA | Apr 2017 - Dec 2017 | < 1 |
| Central Bucks High School East | Doylestown, PA | Sep 2014 - Jun 2017 | 2 |
| Central Bucks Athletic Association (cbaa) | Doylestown, PA | Jan 2014 - Mar 2017 | 3 |
| Linda Gelcius- State Farm Insurance Agent | Doylestown, PA | Apr 2016 - Aug 2016 | < 1 |
| Holicong Middle School | Doylestown, PA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- PA
-
Total Assets Under Management779MILLIONS
-
Total Number of Accounts1,525ACCOUNTS
-
Average Account Value$510,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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