Storie Financial Advisory LLC
Storie Financial Advisory LLC (CRD# 156294) is a financial advisory firm headquartered in Canonsburg, PA. They manage $18,000,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts121ACCOUNTS
Average Account Value$148,760
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gary Storie (CRD# 3066716) is an Investment Advisor Representative working at Storie Financial Advisory LLC in Canonsburg, PA and has over 18 years of experience in the finance industry. Gary Storie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.