PM
PM

Paige Mccreary

10 Years of Experience
Altoona, PA
Broker

Paige Mccreary is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Altoona, PA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3018 Pleasant Valley Blvd, Altoona, PA, 16602

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paige works as a financial advisor for Fulton Bank and Fulton Financial Advisors, starting in 2019. These roles take up about half of Paige's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2017 - Present · 9 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 2015 - Present · 10 yrs 6 mos
State Registrations25 states
ALAZCACOCTFLGAHIKYMDNCNHNJNMNYOHOKORPASCTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paige Mccreary - Financial Advisor | TrueAdvisor