Katrina Brown (CRD# 6594533) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 6 years of experience in the finance industry. Katrina Brown 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 Investments, Ltd | Pittsburgh, PA | Dec 2015 - Current | 8 |
| New Paradigm | Pittsburgh, PA | Nov 2014 - Nov 2015 | 1 |
| Self-employed | Pittsburgh, PA | Jun 2014 - Nov 2014 | < 1 |
| Gateway Health Plan | Pittsburgh, PA | May 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- 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
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