Courtney Collins (CRD# 6764728) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 4 years of experience in the finance industry. Courtney Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allegheny Financial Group | Pittsburgh, PA | Jul 2019 - Current | 4 |
| Mid Atlantic Capital Corporation | Pittsburgh, PA | Jul 2018 - Jun 2019 | < 1 |
| Mid Atlantic Capital Group | Pittsburgh, PA | Feb 2017 - Jun 2019 | 2 |
| Abc Staffing | Pittsburgh, PA | Feb 2017 - May 2017 | < 1 |
| Nordstrom | Pittsburgh, PA | Jun 2016 - Feb 2017 | < 1 |
| Franklin & Marshall College | Lancaster, PA | Sep 2012 - May 2016 | 3 |
| First Commonwealth Bank | Pittsburgh, PA | May 2015 - Aug 2015 | < 1 |
| American Pools | Pittsburgh, PA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- PA
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Total Assets Under Management530MILLIONS
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Total Number of Accounts2,199ACCOUNTS
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Average Account Value$241,157
- 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
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