Unclaimed Profile

Paula Cooper Nangle

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Series 65Clean record19 years registeredTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 5269724Firm CRD# 110935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paula Cooper Nangle · DOYLESTOWN, PA

Registration

CRD #5269724 · THE MARSHALL FINANCIAL GROUP, INC · 19 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Dec 2025 – present

THE MARSHALL FINANCIAL GROUP, INC

Dec 2009 – Dec 2025

DOYLESTOWN, PA

PROMETHEUS CAPITAL MANAGEMENT CORP.

Apr 2007 – Aug 2009

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 27, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

CRD 110935 · SEC 801-62319

AUM

$779M

Regulatory assets under management

Employees

1,525 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE MARSHALL FINANCIAL GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Paula Cooper Nangle offer?

Paula Cooper Nangle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Paula Cooper Nangle's credentials?

Paula Cooper Nangle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paula Cooper Nangle located?

Paula Cooper Nangle is based in DOYLESTOWN, Pennsylvania, working with THE MARSHALL FINANCIAL GROUP, INC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Paula Cooper Nangle charge for services?

Paula Cooper Nangle'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 THE MARSHALL FINANCIAL GROUP, INC?

THE MARSHALL FINANCIAL GROUP, INC has approximately 22 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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