John WalczakCRD Number: 5575114
Current Firm: Allegheny Investments, Ltd.
John Walczak (CRD# 5575114) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 7 years of experience in the finance industry. John Walczak 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
|Allegheny Investments, Ltd||Pittsburgh, PA||May 2008 - Current||9|
|Starbucks Coffee Co||Cranberry Twp, PA||Sep 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management273MILLIONS
Total Number of Accounts1,614ACCOUNTS
Average Account Value$169,354
- 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
CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WV