Brandee Lusch, financial advisor Pittsburgh PA

Brandee Lusch

CRD Number: 6292377
Current Firm: Valic Financial Advisors, Inc.

Brandee Lusch (CRD# 6292377) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Pittsburgh, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Pittsburgh, PA Sep 2016 - Current 5
Pfs Investments Inc. Allentown, PA Feb 2014 - Sep 2016 2
Primerica Financial Services Allentown, PA May 2012 - Sep 2016 4
Phoenix Rehabilitation And Health Services, Inc. Indiana, PA Jun 2000 - Aug 2013 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Brandee Lusch
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
  • NJ
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    23,333
    MILLIONS
  • Total Number of Accounts
    394,305
    ACCOUNTS
  • Average Account Value
    $59,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, WY

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