![Catherine Town, financial advisor Wayne PA](/img/ws/profile-blank-sq.png)
Catherine Town (CRD# 1306669) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 3 years of experience in the finance industry.
![Joseph Abbruzzi, financial advisor Wayne PA](/img/ws/profile-blank-sq.png)
CRD# 1272342
Lpl Financial LLC
![John Abood, financial advisor Wayne PA](/img/ws/profile-blank-sq.png)
CRD# 2629855
Investment Management & Planning LLC
![Scott Abramson, financial advisor Wayne PA](/img/ws/profile-blank-sq.png)
CRD# 1982803
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Feb 2023 - Current | 1 |
The Ascent Group, LLC | Wayne, PA | May 2021 - Current | 3 |
Walsh & Nicholson Financial | Wayne, PA | Mar 2019 - Current | 5 |
Ameritas Investment Company, LLC | Lincoln, NE | Jul 2020 - Jan 2023 | 2 |
Shay Duska & Co | Wayne, PA | Aug 2018 - Mar 2020 | 1 |
Unemployed | Bryn Mawr, PA | Nov 2017 - Aug 2018 | < 1 |
Bryn Mawr Terrace | Bryn Mawrt, PA | Jan 2017 - Nov 2017 | < 1 |
Saunders House | Wynnewood, PA | Apr 2013 - Jan 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- PA
- TX
-
Total Assets Under Management2,880MILLIONS
-
Total Number of Accounts4,261ACCOUNTS
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Average Account Value$675,904
- 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)
AL, CA, DE, FL, GA, IL, KY, MA, MD, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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