Paul MarrellaCRD Number: 1925779
Current Firm: Raymond James Financial Services Advisors, Inc.
Paul Marrella (CRD# 1925779) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wyomissing, PA and has over 22 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|N/a||Wyomissing, PA||Aug 2014 - Current||3|
|N/a||Wyomissing, PA||Jun 2012 - Current||5|
|Raymond James Financial Services Advisors, Inc.||Wyomissing, PA||Jan 2009 - Current||9|
|Non-variable Insurance||Wyomissing, PA||Jan 2006 - Current||12|
|Greenbriar Founders||Mohnton, PA||Mar 2003 - Current||14|
|Owner Of Local Bank Stock||Wyomissing, WY||Jan 2003 - Current||15|
|Raymond James Financial Services, Inc.||Wyomissing, PA||Jan 2001 - Current||17|
|Marrella Financial Group||Wyomissing, PA||Jan 2001 - Current||17|
|Insurance Agent||Wyomissing, WY||Jan 2001 - Current||17|
|Marrella Financial Group, LLC||Wyomissing, PA||Jan 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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