Rosemarie
Porter

Mcclarren Financial Advisors

CRD#7391138
Investment Advisor
in State College, PA

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About this Advisor

Rosemarie Porter is a financial advisor working in State College, Pennsylvania who has 2 years of industry experience. Porter is on the advisory team at Mcclarren Financial Advisors. Porter has gained experience at Mcclarren Financial Advisors, Kingdom Tax Services LLC, Engagement Ambassador, Logistics Plus, Edinboro University Of Pennsylvania, Brentwood High School and Brentwood Middle School. Porter has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Pennsylvania. Mcclarren Financial Advisors is a company based in State College, PA. The investment advisory business has a total of seven advisors. It administers $278 million in assets among its 1,082 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,082 accounts, 37% are associated with high-net-worth investors who have greater than $1 million in investable assets. Mcclarren Financial Advisors performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually are based on which services the firm provides the client. However, fee types charged by Mcclarren Financial Advisors can be comprised of hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Hourly Charges, Fixed Fees

Office Location

1364 South Atherton Street
State College, PA 16801

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Mcclarren Financial Advisors Brokerage Details

Total Assets Under Management

$278,111,765

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

1,082

PA Average: 3,342
Average Account Size

$257,035

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Rosemarie Porter Work History

Rosemarie has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mcclarren Financial Advisors

2021 - 2021 (< 1 year)

Kingdom Tax Services LLC

2020 - 2020 (< 1 year)

Logistics Plus

2017 - 2020 (3 years)

Engagement Ambassador

2017 - 2021 (4 years)

Edinboro University Of Pennsylvania

2013 - 2017 (4 years)

Brentwood High School

2010 - 2013 (3 years)

Brentwood Middle School

*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 Rosemarie Porter 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 Mcclarren Financial Advisors

Brandon Redmond
State College, PA
Joshua Purdy
State College, PA
Gregory Reeder
State College, PA
Alexis Cunningham
State College, PA
Rosemarie Porter
State College, PA
Jennifer Anderson
State College, PA
Jeffrey Mcclarren
State College, 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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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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