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WARREN FINANCIAL SERVICE & ASSOCIATES, INC.
WARREN FINANCIAL SERVICE & ASSOCIATES, INC.
WARREN FINANCIAL SERVICE
EXTON, Pennsylvania
·
6 registered advisors
·
CRD# 119066
SEC# 802-127869
0
610-363-2000
01
Firm Overview
AUM
$366M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WARREN FINANCIAL SERVICE & ASSOCIATES, INC.
6 registered advisors
John Joseph O'toole
EXTON, Pennsylvania
CRD# 1811307
Justin Kyle Sisson
EXTON, Pennsylvania
CRD# 6359089
Michael Troy Logan
EXTON, Pennsylvania
CRD# 5500490
Randall Alan Warren
EXTON, Pennsylvania
CRD# 4502516
Robert A Mccarty
EXTON, Pennsylvania
CRD# 6463096
Scott Shellhamer
EXTON, Pennsylvania
CRD# 5492892
05
Office Locations
EXTON, Pennsylvania
6 advisors
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Data sourced from SEC Form ADV filings. WARREN FINANCIAL SERVICE & ASSOCIATES, INC. (CRD# 119066) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.