Paulette
Greenwell
Roffman Miller Associates Inc
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About this Advisor
Paulette Greenwell is a chartered financial analyst based out of Philadelphia, Pennsylvania with 26 years of relevant experience. Greenwell currently works for Roffman Miller Associates Inc. They have spent their whole career at Roffman Miller Associates Inc. Greenwell has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Pennsylvania and Texas. Roffman Miller Associates Inc is a financial advisory business that has its headquarters in Philadelphia, PA. It handles $2 billion in assets under management across its 1,398 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 1,398 customer accounts, 63% are held by high-net-worth clients who have greater than $1 million in assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees are based on which service is provided. However, fee types charged by Roffman Miller Associates Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Roffman Miller Associates Inc Brokerage Details
$2,094,262,806
11
1,398
$1,498,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Paulette Greenwell Work History
Paulette has been registered as a financial advisor for 26 years.*
Roffman Miller Associates, 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 Paulette Greenwell 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 Roffman Miller Associates Inc
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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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