Mccann Wealth Strategies,inc.

Mccann Wealth Strategies,inc. (CRD# 155646) is a financial advisory firm headquartered in State College, PA. They manage $21,471,717 in 372 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $57,720
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
  • Selection of other advisers (including private fund managers)
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.

DE, MD, PA

Financial Advisors at Mccann Wealth Strategies,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rachel L. Klinger
CRD#: 4937193
1040 Benner Pike, Suite 1, State College, PA 16801
93
Wealthminder
score

Rachel Klinger (CRD# 4937193) is an Investment Advisor Representative working at Mccann Wealth Strategies,inc. in State College, PA and has over 11 years of experience in the finance industry.

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