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Colleen Dawn Browell

TUCKER FINANCIAL SERVICES, INC.·CHAMBERSBURG, Pennsylvania
Clean recordTUCKER FINANCIAL SERVICES, INC.
425 PHOENIX DRIVE, CHAMBERSBURG, PA 17201CRD# 4742700Firm CRD# 111308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colleen Dawn Browell · CHAMBERSBURG, PA
Registration
CRD #4742700 · TUCKER FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Colleen Dawn Browell is a registered financial advisor based in CHAMBERSBURG, Pennsylvania, affiliated with TUCKER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TRUNORTH FINANCIAL SERVICES, INC.
TRUNORTH FINANCIAL SERVICES, INC.
AUM
$214M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TRUNORTH FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4742700
Firm CRD# 111308
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Colleen Dawn Browell offer?
Colleen Dawn Browell specializes in Financial Planning, Investment Management. Contact their office in CHAMBERSBURG, Pennsylvania for a consultation.
What are Colleen Dawn Browell's credentials?
Colleen Dawn Browell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colleen Dawn Browell located?
Colleen Dawn Browell is based in CHAMBERSBURG, Pennsylvania, working with TUCKER FINANCIAL SERVICES, INC.. Their office serves clients in the CHAMBERSBURG metropolitan area and surrounding communities.
How does Colleen Dawn Browell charge for services?
Colleen Dawn Browell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TUCKER FINANCIAL SERVICES, INC.?
TUCKER FINANCIAL SERVICES, INC. has approximately 6 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TUCKER FINANCIAL SERVICES, INC.

Christopher Joseph Jackson
CHAMBERSBURG, PA
Joanna Lynn St. Clair
CHAMBERSBURG, PA
Thomas Cleveland Tucker
CHAMBERSBURG, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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