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Whitford Financial Planning CRD 325988
$18.7M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Eagleview Boulevard, Suite 300, Exton, PA 19341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-09 |
Branch Locations
600 Eagleview Boulevard, Suite 300, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rodgers & Associates | Lancaster | PA | 01/2007 | 03/2023 |
| Whitford Financial Planning Llc | Exton | PA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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