Sean
Dann
The Marshall Financial Group, Inc
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About this Advisor
Sean Dann is a financial advisor based in Doylestown, Pennsylvania, working with The Marshall Financial Group, Inc. Sean has previously held positions at Central Bucks Athletic Association (Cbaa), Northampton Landscaping, Buttonwood Grill, University Of Notre Dame, Academic Services For Student Athletes- University Of Notre Dame, Residential Life- University Of Notre Dame, Marshall Financial Group, Inc, Central Bucks High School East, Linda Gelcius- State Farm Insurance Agent, and Marshall Financial Group. Sean has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Sean is part of The Marshall Financial Group, Inc, which operates out of Doylestown, Pennsylvania. The firm has 21 offices and 22 employees. The firm manages assets totaling $779.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at The Marshall Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Marshall Financial Group, Inc Brokerage Details
$779,192,291
22
1,525
$510,946
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
Sean Dann Work History
Marshall Financial Group, Inc
Residential Life- University Of Notre Dame
Marshall Financial Group
University Of Notre Dame
Marshall Financial Group
University Of Notre Dame
Academic Services For Student Athletes- University Of Notre Dame
Northampton Landscaping
Buttonwood Grill
University Of Notre Dame
Linda Gelcius- State Farm Insurance Agent
Central Bucks Athletic Association (Cbaa)
Central Bucks High School East
Disclosures
Please visit the SEC profile of Sean Dann 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 The Marshall Financial Group, Inc
Doylestown, PA
Doylestown, PA
Harleysville, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
Doylestown, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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