Valerie Swan, financial advisor Beaver PA
96 score

Valerie Swan

CRD Number: 1111326
Current Firm: Allegheny Investments, Ltd.

Valerie Swan (CRD# 1111326) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Beaver, PA and has over 32 years of experience in the finance industry. Valerie Swan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jennifer Wolfe, financial advisor Beaver PA
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Score
106
Similar Advisors
Chris Rondinelli, financial advisor Beaver PA
Chris A. Rondinelli
CRD# 5577988
Lpl Financial LLC
Score
103
Similar Advisors
August Consiglio, financial advisor Beaver PA
August D. Consiglio
CRD# 1516553
Nfp Advisor Services, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Allegheny Investments, Ltd. Pittsburgh, PA Mar 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Valerie E. Swan
Phone Number: 412-367-3880
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    2,580
    ACCOUNTS
  • Average Account Value
    $80,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.