Access Point, LLC

Access Point, LLC (CRD# 146735) is a financial advisory firm headquartered in Philadelphia, PA. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM, PA, TX

Financial Advisors at Access Point, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Colleen M. Mahoney
CRD#: 5500456
1717 Arch St, 35th Floor, Philadelphia, PA 19103
93
Wealthminder
score

Colleen Mahoney (CRD# 5500456) is an Investment Advisor Representative working at Access Point, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

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