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Paula Cooper Nangle

THE Marshall Financial Group, Inc.

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About Paula Cooper Nangle

Paula Cooper Nangle is a financial advisor with over 10 years of experience. Paula is registered with the state of Pennsylvania and is affiliated with The Marshall Financial Group, Inc. Paula has a Series 65 license and is a Certified Financial Planner.

Firm Information

Paula Nangle is currently registered with THE Marshall Financial Group, Inc.. THE Marshall Financial Group, Inc. is an investment advisor based in Doylestown, PA with 22 investment advisory professionals. The firm manages a total of $779,192,291 in client assets, including discretionary and non-discretionary accounts for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
THE Marshall Financial Group, Inc.

33 WEST COURT STREET

DOYLESTOWN, PA 18901

$779.19M

Assets Under Management

10

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paula Nangle’s Registration & Firm History

PA

12/11/2009 - Present

THE Marshall Financial Group, Inc. (DOYLESTOWN PA)

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Licenses & Designations

IA

Issued 04/26/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paula Cooper Nangle.
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