David Gollner, financial advisor Hermitage PA

David Gollner

CRD Number: 224763
Current Firm: Legacy Advisory Group, Inc.

David Gollner (CRD# 224763) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Financial Strategies, Inc. Hermitage, PA May 2004 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Gollner
Phone Number: 724-983-1617
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • 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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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