Frank Pizzichillo (CRD# 7614916) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley Financial Group | Flourtown, PA | Jun 2022 - Current | 1 |
| Student | North Wales, PA | Aug 2012 - May 2022 | 9 |
| Brinker Capital | Berwyn, PA | May 2019 - Aug 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- PA
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts739ACCOUNTS
-
Average Account Value$267,211
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NH, NJ, PA
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