Brandon SchwanCRD Number: 6097464
Current Firm: Fragasso Financial Advisors
Brandon Schwan (CRD# 6097464) is an Investment Advisor Representative working at Fragasso Financial Advisors in Pittsburgh, PA and has over 4 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Fragasso Financial Advisors||Pittsburgh, PA||Dec 2013 - Current||3|
|Lpl Financial LLC||Pittsburgh, PA||Dec 2012 - Current||4|
|After Hours Installations||Harrisburg, PA||Feb 2011 - Current||6|
|Fragasso Financial Advisors||Pittsburgh, PA||Nov 2012 - Nov 2012||< 1|
|Alcyon Wealth Partners||Austintown, OH||Jun 2012 - Sep 2012||< 1|
|Walgreens||Philadelphia, PA||Jun 2011 - May 2012||< 1|
|Environmental Interiors||Harrisburg, PA||Jan 2011 - May 2011||< 1|
|Purdue University||West Lafayette, IN||Aug 2008 - Dec 2010||2|
|Harrisburg Area Community College||Harrisburg, PA||Aug 2006 - May 2008||1|
|Central Dauphin High School||Harrisburg, PA||Aug 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management831MILLIONS
Total Number of Accounts2,700ACCOUNTS
Average Account Value$307,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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