Nancy Nawn, financial advisor Runnemede NJ

Nancy Nawn

CRD Number: 2352579
Current Firm: Watchdog Planning LLC
Compensation Model: Fee Only
Nancy Nawn (CRD# 2352579) is an Investment Advisor Representative working at Watchdog Planning LLC in Havertown, PA and has over 17 years of experience in the finance industry. Nancy Nawn 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Origin San Francisco, CA May 2021 - Current 2
Watchdogplanning LLC Runnemede, NJ May 2019 - Current 4
Watchdog Planning LLC Havertown, PA Oct 2017 - May 2019 1
Watchdog Planning LLC Havertown, PA Mar 2017 - May 2019 2
Unemployed Havertown, PA Dec 2016 - Feb 2017 < 1
Mercer Global Advisors Inc. Radnor, PA Dec 2015 - Nov 2016 < 1
Mercer Global Advisors Inc. Radnor, PA Sep 2015 - Nov 2015 < 1
Mercer Global Advisors Inc. Radnor, PA Feb 2015 - Sep 2015 < 1
Mercer Advisors Inc. Radnor, PA Apr 2013 - Feb 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2001
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Nancy A. Nawn
Phone Number: 610-364-5838
Registered State(s):
  • NJ
  • PA
Current Firm Details
Watchdog Planning LLC
Firm's CRD Number: 289978
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $497,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

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