Andrew Pursel, financial advisor Hermitage PA

Andrew Pursel

CRD Number: 7062170
Current Firm: Matune Basile Advisors

Andrew Pursel (CRD# 7062170) is an Investment Advisor Representative working at Matune Basile Advisors in Hermitage, PA and has over 5 years of experience in the finance industry. Andrew Pursel 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.

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Professional Designations
Company Name Location Dates Years
Matune Basile Advisors Hermitage, PA Feb 2021 - Current 3
Dinuzzo Index Advisors, Inc. Beaver, PA Jan 2019 - Jan 2021 2
Robert Morris University Moon Twp, PA Aug 2015 - Dec 2018 3
Dinuzzo Index Advisors, Inc. Beaver, PA May 2018 - Aug 2018 < 1
Ipeg, Inc. Cranberry Twp, PA Sep 2017 - Apr 2018 < 1
Matune Basile Advisors Hermitage, PA May 2017 - Aug 2017 < 1
Avalon Gold And Country Club Warren, OH Jun 2013 - Aug 2017 4
Arc Of Mercer County Hermitage, PA Jun 2015 - Aug 2016 1
Hickory High School Hermitage, PA Jan 2009 - Jun 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Andrew C. Pursel
Phone Number: 724-977-6275
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    259
    MILLIONS
  • Total Number of Accounts
    789
    ACCOUNTS
  • Average Account Value
    $327,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NC, OH, PA, SC, TX

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