Diane PearsonCRD Number: 1962827
Current Firm: Legend Financial Advisors Inc.
Diane Pearson (CRD# 1962827) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry. Diane Pearson 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.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Emergingwealth Investment Management, Inc.||Pittsburgh, PA||Sep 2009 - Current||7|
|Legend Financial Advisors Inc.||Pittsburgh, PA||Jan 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1991|
|S65||NASAA Investment Advisors Law Examination||Nov 1997|
Total Assets Under Management273MILLIONS
Total Number of Accounts1,262ACCOUNTS
Average Account Value$216,177
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, IL, MD, NC, NY, OH, PA, TX, VA, WV