Chancellor Financial Group Wb LP

Chancellor Financial Group Wb LP (CRD# 159563) is a financial advisory firm headquartered in Wilkes-barre, PA. They manage $182,050,604 in 811 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $224,477
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, PA

Financial Advisors at Chancellor Financial Group Wb LP
Showing 1 - 8 of 8 top financial advisors.
1
Jean M. Baun
CRD#: 4342193
60 Public Square, Suite 600, Wilkes-barre, PA 18701

Jean Baun (CRD# 4342193) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has over 22 years of experience in the finance industry.

2
Terrence W. Casey
CRD#: 1433590
60 Public Square, Suite 600, Wilkes-barre, PA 18701

Terrence Casey (CRD# 1433590) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has over 37 years of experience in the finance industry.

3
Steven M. Davidowitz
CRD#: 4761539
60 Public Square, Suite 600, Wilkes-barre, PA 18701

Steven Davidowitz (CRD# 4761539) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has over 10 years of experience in the finance industry.

4
Robert A. Dwyer
CRD#: 722314
60 Public Square, Suite 600, Wilkes-barre, PA 18701

Robert Dwyer (CRD# 722314) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has over 43 years of experience in the finance industry.

5
Sandra H. Ercolani
CRD#: 1007780
60 Public Square, Suite 600, Wilkes-barre, PA 18701

Sandra Ercolani (CRD# 1007780) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has over 42 years of experience in the finance industry.

6
Thomas J. O'day
CRD#: 6695196
15 Public Square, Suite 400, Wilkes-barre, PA 18701

Thomas O'day (CRD# 6695196) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has over 7 years of experience in the finance industry.

7
Troy V. Edwards
CRD#: 7820306
60 Public Square, Suite 600, Wilkes-barre, PA 18701

Troy Edwards (CRD# 7820306) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Wilkes-barre, PA and has 1 year of experience in the finance industry.

8
James R. Goodhart
CRD#: 712174
Pottstown, PA

James Goodhart (CRD# 712174) is an Investment Advisor Representative working at Chancellor Financial Group Wb LP in Pottstown, PA and has over 43 years of experience in the finance industry.

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