Gregory VolitichCRD Number: 1624089
Current Firm: Harbour Investments, Inc.
Gregory Volitich (CRD# 1624089) is an Investment Advisor Representative working at Harbour Investments, Inc. in Carnegie, PA and has over 23 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Snf||Pittsburgh, PA||Aug 2016 - Current||2|
|Harbour Investments, Inc.||Madison, WI||Feb 2013 - Current||6|
|3 Rivers Investment Advisors, LLC||Mckees Rocks, PA||Feb 2013 - Current||6|
|New England Securities||Pittsburgh, PA||Jan 2012 - Feb 2013||1|
|Northeast Securities, Inc.||Pittsburgh, PA||Sep 2006 - Jan 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1995|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management763MILLIONS
Total Number of Accounts3,719ACCOUNTS
Average Account Value$205,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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