Jeffrey Barksdale, financial advisor Pittsburgh PA

Jeffrey Barksdale

CRD Number: 5050607
Current Firm: Fragasso Financial Advisors

Jeffrey Barksdale (CRD# 5050607) is an Investment Advisor Representative working at Fragasso Financial Advisors in Pittsburgh, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fragasso Financial Advisors Pittsburgh, PA Jun 2013 - Current 8
Lpl Financial LLC Pittsburgh, PA Nov 2005 - Current 16
Bates, Barksdale, Ickert & Company Pittsburgh, PA Nov 1979 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
Contact Info for Jeffrey A. Barksdale
Phone Number: 412-227-3200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,677
    MILLIONS
  • Total Number of Accounts
    4,278
    ACCOUNTS
  • Average Account Value
    $392,040
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
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WV

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