Paoli Financial Advisors, Ltd.

Paoli Financial Advisors, Ltd. (CRD# 174361) is a financial advisory firm headquartered in Paoli, PA. They manage $9,641,640 in 16 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
73 Chestnut Road, Paoli, PA 19301
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $602,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, NJ, PA

Financial Advisors at Paoli Financial Advisors, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Nawn, financial advisor Paoli PA
Christopher P. Nawn
CRD#: 1508514
73 Chestnut Road, Paoli, PA 19301

Christopher Nawn (CRD# 1508514) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 23 years of experience in the finance industry.

2
Mary Stockton, financial advisor Paoli PA
Mary L. Stockton
CRD#: 6568554
73 Chestnut Road, Paoli, PA 19301

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
Richard Switzer, financial advisor Paoli PA
Richard L. Switzer
CRD#: 3275990
73 Chestnut Road, Paoli, PA 19301

Richard Switzer (CRD# 3275990) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 24 years of experience in the finance industry.

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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