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

Firm CRD#:

15840

Name of Broker/Dealer:

Walnut Street Securities, Inc.

States Licensed in:

AZ, FL, NJ, NY, PA, SD, VA, WA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Services

Investment Types:

Mutual Funds, Annuities, Options & Futures, Alternative Investments, Stocks, Bonds

Qualifications & Memberships

Securities Licenses:

Series 6, Series 26, Series 7

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets

Prepared By:

Edward Dare