Andrew WallischCRD Number: 5971577
Current Firm: Raymond James Financial Services Advisors, Inc.
Andrew Wallisch (CRD# 5971577) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Raymond James Financial Services Advisors Inc.||Pittsburgh, PA||Jul 2013 - Current||3|
|Raymond James Financial Services Inc.||Pittsburgh, PA||Jan 2012 - Current||5|
|Fc Financial Services||Pittsburgh, PA||Aug 2011 - Current||5|
|Morgan Stanley Smith Barney||Pittsburgh, PA||Nov 2011 - Jan 2012||< 1|
|Raymond James Financial Services||Pittsburgh, PA||Jul 2011 - Nov 2011||< 1|
|Bucknell University||Lewisburg, PA||Aug 2007 - May 2011||3|
|Genco Supply Chain Solutions||Pittsburgh, PA||May 2010 - Aug 2010||< 1|
|Giant Eagle, Inc.||Pittsburgh, PA||Jun 2009 - Aug 2009||< 1|
|Fox Chapel Golf Club||Pittsburgh, PA||May 2008 - Aug 2008||< 1|
|Longue Vue Club||Verona, PA||May 2001 - Aug 2007||6|
|Fox Chapel Area High School||Pittsburgh, PA||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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