James Holtzman (CRD# 4292875) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 23 years of experience in the finance industry. James Holtzman 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 |
|---|---|---|---|
| Emergingwealth Investment Management, Inc. | Pittsburgh, PA | Sep 2009 - Current | 14 |
| Legend Financial Advisors Inc. | Pittsburgh, PA | May 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- PA
- TX
-
Total Assets Under Management308MILLIONS
-
Total Number of Accounts1,076ACCOUNTS
-
Average Account Value$286,685
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, MD, NC, PA, TX, VA, WV
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