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||3|
|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 Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- 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
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