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Joanna Lynn St. Clair

TUCKER FINANCIAL SERVICES, INC.·CHAMBERSBURG, Pennsylvania
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425 PHOENIX DRIVE, CHAMBERSBURG, PA 17201CRD# 5063781Firm CRD# 111308
01

About

Joanna Lynn St. Clair 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
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5063781
Firm CRD# 111308
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joanna Lynn St. Clair offer?
Joanna Lynn St. Clair specializes in Financial Planning, Investment Management. Contact their office in CHAMBERSBURG, Pennsylvania for a consultation.
What are Joanna Lynn St. Clair's credentials?
Joanna Lynn St. Clair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joanna Lynn St. Clair located?
Joanna Lynn St. Clair 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 Joanna Lynn St. Clair charge for services?
Joanna Lynn St. Clair'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 in CHAMBERSBURG
Christopher Joseph Jackson — TRUNORTH FINANCIAL SERVICES, INC.Thomas Cleveland Tucker — TUCKER FINANCIAL SERVICES, INC.Colleen Dawn Browell — TUCKER FINANCIAL SERVICES, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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