Paoli Financial Advisors, Ltd.

Paoli Financial Advisors, Ltd. (CRD# 174361) is a financial advisory firm headquartered in Paoli, PA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

NJ, PA

Financial Advisors at Paoli Financial Advisors, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Richard L. Switzer
CRD#: 3275990
73 Chestnut Road, Paoli, PA 19301
93
Wealthminder
score

Richard Switzer (CRD# 3275990) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 17 years of experience in the finance industry.

2
Mary L. Stockton
CRD#: 6568554
73 Chestnut Road, Paoli, PA 19301
87
Wealthminder
score

Mary Stockton (CRD# 6568554) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has 1 year of experience in the finance industry.

3
Christopher P. Nawn
CRD#: 1508514
73 Chestnut Road, Paoli, PA 19301
68
Wealthminder
score

Christopher Nawn (CRD# 1508514) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 15 years of experience in the finance industry.

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