Be advised. This firm is no longer registered.

C&l Financial Services

C&l Financial Services (CRD# 170551) is a financial advisory firm headquartered in Beaver Falls, PA. They manage $10,270,000 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
419 35th St, Beaver Falls, PA 15010
https://www.linkedin.com/in/ben-burkhead-chfc-7088739b
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $69,864
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at C&l Financial Services
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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