C&l Financial Services

C&l Financial Services (CRD# 170551) is a financial advisory firm headquartered in Beaver Falls, PA. They manage $3,800,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $58,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

PA

Financial Advisors at C&l Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin P. Burkhead
CRD#: 5354802
419 35th St, Beaver Falls, PA 15010
96
Wealthminder
score

Benjamin Burkhead (CRD# 5354802) is an Investment Advisor Representative working at C&l Financial Services in Beaver Falls, PA and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.