Elizabeth Pagano is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Wayne, PA, with 17 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.
Fee Estimator
Location
115 Bloomingdale Ave., Wayne, PA, 19087
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth works as a Financial Planner at McCloskey Financial Group, providing investment and advisory services since August 2024. This is a full-time commitment for Elizabeth.
Employment History
Current Registrations
Nations Financial Group, INC.Broker
Nations Financial Group, INC.
Previous Registrations
Arkadios CapitalBroker
Creative Capital Wealth Management Group
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Carol Mayhart, ChFCNations Financial Group, INC.
- Ryan Tomkinson, CFP, ChFCNations Financial Group, INC.
- Maureen Kozak, CFPNations Financial Group, INC.
- Thomas Huber, CFAWick Capital Partners, LLC
- Aaron Filbeck, CFA, CFPWaldron Private Wealth
- Clare Diamond, CFPKathmere Capital Management, LLC