Bernard HeiglCRD Number: 6216811
Current Firm: Pnc Investments
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Pnc Investments||Pittsburgh, PA||Apr 2014 - Current||4|
|Pnc Investments LLC||Pittsburgh, PA||May 2013 - Apr 2014||< 1|
|Pnc Bank Na||Pittsburgh, PA||Mar 2012 - May 2013||1|
|Teleplex||Dormont, PA||Jul 2011 - Mar 2012||< 1|
|None||Pittsburgh, PA||Oct 2010 - Jul 2011||< 1|
|Bally Total Fitness||Wexford, PA||Nov 2009 - Oct 2010||< 1|
|Golds Gym||Pittsburgh, PA||Jun 2008 - Nov 2009||1|
|Three Rivers Fitness And Sports Medicine Center||Oakland, PA||May 2007 - Jun 2008||1|
|Full Time Education||Slippery Rock, PA||Jan 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management14,009MILLIONS
Total Number of Accounts91,053ACCOUNTS
Average Account Value$153,857
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.