Michael McGlashen, financial advisor Newtown PA

Michael McGlashen

CRD Number: 1325666
Current Firm: Bucks County Financial Planning Group, Inc.

Michael McGlashen (CRD# 1325666) is an Investment Advisor Representative working at Bucks County Financial Planning Group, Inc. in Newtown, PA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Bucks County Financial Planning Group, Inc. Langhorne, PA Oct 2009 - Current 11
Capital Planning Advisory Group Yardley, PA Oct 2001 - Dec 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Michael R. McGlashen
Phone Number: 215-579-1136
Firm Website: http://www.bcfpg.com/
Registered State(s):
  • CA
  • PA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $255,561
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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