Business Description
As Managing Partner of Pennsylvania Financial Group, Ed Dare has over 31 years of experience in the financial industry. He received his Bachelor’s Degree in Business Administration with a Major in Business Management from Temple University and has since received a Master’s Degree in Financial Services from The American College. Ed has served on several boards and held advisory positions with numerous corporate, institutional and non-profit organizations, including ARIS Corporation, the Centre County Community Foundation, the Kevin Dare Foundation, Representative Advisory Council to Walnut Street Securities, and the National Association of Securities Dealers. In addition, he has written numerous articles published within the financial services industry. He has been the recipient of the National Management Awards and the Master Agent Award from the National Association of Life Underwriters and the General Agent and Manager Association (GAMA), respectively. While Ed’s primary responsibility is executive oversight of Pennsylvania Financial Group, he currently works individually with a select group of clients throughout the United States providing comprehensive financial planning services. Ed is a registered principal with Walnut Street Securities, Member FINRA, SIPC, and a founding principal of PFG Financial Advisors, a federally registered Investment Adviser. He holds NASD Series 6, 7, 26, 63 and 65 registrations.
General Information Gender:    Male CRD#:    1041221 Years of Experience in Financial Services:    30+
Services Investment Types:    Stocks Mutual Funds, Bond Mutual Funds, International Investments, Options, Alternative Investments, Annuities, Stocks, Bonds
Qualifications & Memberships Certifications, Accreditations & Designations:    Series 65, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Chartered Financial Consultant, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Chartered Life Underwriter
Firm Information Number of Advisors in Office:    Up to 10 employees
Prepared By:	Edward Dare
Most Recent Update:	05/20/2008

Frequently Asked Questions

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