Paulette Greenwell, financial advisor Philadelphia PA

Paulette Greenwell

CRD Number: 2703326
Current Firm: Roffman Miller Associates Inc.

Paulette Greenwell (CRD# 2703326) is an Investment Advisor Representative working at Roffman Miller Associates Inc. in Philadelphia, PA and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Roffman Miller Associates, Inc. Philadelphia, PA Feb 1995 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Paulette Greenwell
Phone Number: 215-981-1030
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,484
    MILLIONS
  • Total Number of Accounts
    1,458
    ACCOUNTS
  • Average Account Value
    $1,703,717
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, DE, FL, IL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA

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