Paula C. Nangle
THE MARSHALL FINANCIAL GROUP,
Doylestown, PA 18901
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CRD#: 5269724
Professional summary
Paula Cooper Nangle, CFP®, who also goes by Paula L. Cooper, Paula Leslie Cooper, Paula C Nangle, Paula C. Nangle, is a registered financial advisor currently at THE MARSHALL FINANCIAL GROUP, INC located in Doylestown, Pennsylvania.
Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Paula has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Life Transitions
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Paula L. Cooper | Paula Leslie Cooper | Paula C Nangle | Paula C. Nangle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paula Cooper Nangle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
December 11, 2009 - Present
THE MARSHALL FINANCIAL GROUP, INC
Office #1: 33 West Court Street, Doylestown, PA 18901RIA
CRD#: 110935
Doylestown, PA
Past
April 27, 2007 - August 31, 2009
PROMETHEUS CAPITAL MANAGEMENT CORP.
RIA
CRD#: 121982
YARDLEY, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
CRD#: 110935 / SEC#: 801-62319
RIA
Registered Investment Advisory firm - (8/29/2003 Approved)California
Registered Investment Advisory firm - (9/25/2003 Terminated)Connecticut
Registered Investment Advisory firm - (8/29/2003 Terminated)Florida
Registered Investment Advisory firm - (9/25/2003 Terminated)Maryland
Registered Investment Advisory firm - (9/25/2003 Terminated)New York
Registered Investment Advisory firm - (9/25/2003 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2003 Terminated)Texas
Registered Investment Advisory firm - (9/25/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(12/11/2009)
Current Firm
THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
CRD#: 110935 / SEC#: 801-62319
RIA
Registered Investment Advisory firm - (8/29/2003 Approved)California
Registered Investment Advisory firm - (9/25/2003 Terminated)Connecticut
Registered Investment Advisory firm - (8/29/2003 Terminated)Florida
Registered Investment Advisory firm - (9/25/2003 Terminated)Maryland
Registered Investment Advisory firm - (9/25/2003 Terminated)New York
Registered Investment Advisory firm - (9/25/2003 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2003 Terminated)Texas
Registered Investment Advisory firm - (9/25/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
33 West Court Street, Doylestown, PA 18901
Mailing Address
Phone number
(215) 348-9393
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,579 |
| AUM (Assets Under Management) | $ 866,412,770 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/12/2025 | ||
| 09/06/2024 | ||
| 04/09/2024 | ||
| 01/19/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
