Christopher McNesby, financial advisor Newtown PA

Christopher McNesby

CRD Number: 4458026
Current Firm: Pwa Financial

Christopher McNesby (CRD# 4458026) is an Investment Advisor Representative working at Pwa Financial in Newtown, PA and has over 22 years of experience in the finance industry. Christopher McNesby 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
Pwa Financial Newtown, PA Nov 2019 - Current 4
Pwa Financial Newtown, PA Nov 2019 - Current 4
Private Client Services Newtown, PA Nov 2019 - Current 4
Valley Financial Solutions Flourtown, PA Oct 2016 - Nov 2019 3
Valley Financial Group Flourtown, PA Oct 2016 - Nov 2019 3
H. Beck, Inc. Bethesda, MD Sep 2016 - Nov 2019 3
Valley Financial Group Huntingdon Valley, PA Sep 2016 - Nov 2019 3
Wells Fargo Advisors Philadelphia, PA Mar 2007 - Sep 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Christopher McNesby
Phone Number: (215) 710-0737
Registered State(s):
  • FL
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    1,025
    ACCOUNTS
  • Average Account Value
    $226,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, NJ, NY, PA, TX

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