Warren Financial Service

Warren Financial Service (CRD# 119066) is a financial advisory firm headquartered in Exton, PA. They manage $136,344,142 in 274 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $497,606
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, FL, GA, IL, PA, SC

Financial Advisors at Warren Financial Service
Showing 1 - 6 of 6 top financial advisors.
1
Michael T. Little
CRD#: 1333036
7 Dowlin Forge Rd, Exton, PA 19341
93
Wealthminder
score

Michael Little (CRD# 1333036) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has over 31 years of experience in the finance industry.

2
Michael T. Logan
CRD#: 5500490
7 Dowlin Forge Rd, Exton, PA 19341
93
Wealthminder
score

Michael Logan (CRD# 5500490) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has over 8 years of experience in the finance industry.

3
John J. O'toole
CRD#: 1811307
Hilton Head Island, SC
93
Wealthminder
score

John O'toole (CRD# 1811307) is an Investment Advisor Representative working at Warren Financial Service in Hilton Head Island, SC and has over 18 years of experience in the finance industry.

4
Scott Shellhamer
CRD#: 5492892
7 Dowlin Forge Rd, Exton, PA 19341
93
Wealthminder
score

Scott Shellhamer (CRD# 5492892) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has over 6 years of experience in the finance industry.

5
Randall A. Warren
CRD#: 4502516
7 Dowlin Forge Rd, Exton, PA 19341
93
Wealthminder
score

Randall Warren (CRD# 4502516) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has over 14 years of experience in the finance industry.

6
Robert A. McCarty
CRD#: 6463096
Kennesaw, GA
88
Wealthminder
score

Robert McCarty (CRD# 6463096) is an Investment Advisor Representative working at Warren Financial Service in Kennesaw, GA and has 1 year of experience in the finance industry.

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