Barbara
Tourscher

Cadaret, Grant & Co., Inc

CRD#1478481
Investment Advisor
in Tunkhannock, PA

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About this Advisor

Barbara Tourscher is a financial advisor based in Tunkhannock, Pennsylvania with a total of 4 years of relevant experience. Tourscher currently works for Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Cadaret, Grant & Co., Inc and Investment Planning Services. Tourscher holds a Series 63 license, designating them as a securities representative, and is able to serve investors in Pennsylvania. Cadaret, Grant & Co., Inc is a financial advisory firm operating out of Syracuse, NY. It has offices in 300 locations and a total of 726 advisors. It handles $6 billion in assets among its 23,861 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 61 charitable organizations. Of its 23,861 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on the type of financial services. However, fees charged by Cadaret, Grant & Co., Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Tunkhannock, PA

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

PA Average: $7,464,549,021
Total Number of Employees

726

PA Average: 88
Total Number of Accounts

23,861

PA Average: 3,892
Average Account Size

$244,860

PA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Barbara Tourscher Work History

Barbara has been registered as a financial advisor for 4 years.*

1992 - Present (32 years)

Investment Planning Services

1991 - Present (33 years)

Cadaret, Grant & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barbara Tourscher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cadaret Grant & Co Inc

Joseph Dimaggio
Saratoga Springs, NY
John Mccarthy
Clifton Springs, NY
Zachary Honess
Edinboro, PA
Sara Pierce
Dalton, GA
Katelyn Kriesel
Syracuse, NY
Benjamin Hussong
Camillus, NY
Michael Triebwasser
Melville, NY
Race Walker
Seminole, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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