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Catherine Marie Town

5 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

119 W Wayne Ave, Wayne, PA, 19087

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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

Catherine works full-time as an associate at Alera Group, Inc. and as a registered admin at The Ascent Group, providing support to advisors. Catherine also works full-time as an executive assistant at Walsh & Nicholson Financial Group, providing administrative support to advisors.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
The Ascent Group, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Advisory Services
January 2021 - November 2021 · 10 mos
Ameritas Investment Company, LLCBroker
July 2020 - January 2023 · 2 yrs 6 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Catherine Marie Town - Financial Advisor | TrueAdvisor