Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Elizabeth McColgan is a Certified Financial Planner® with over 40 years of experience in the financial services industry. Nancy is currently registered with Verdence Capital Advisors, LLC in Maryland. Nancy began her career with Alex. Brown & Sons Incorporated and has held several positions since then, including at PNC Bank N.A., where she provided financial services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
01/04/2023 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
NA
05/25/1983 - 12/08/1990
ALEX. BROWN & SONS INCORPORATED
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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