Paul TaddeoCRD Number: 1259114
Current Firm: Hefren-tillotson, Inc.
Paul Taddeo (CRD# 1259114) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Pittsburgh, PA and has over 33 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Hefren-tillotson, Inc.||Pittsburgh, PA||Apr 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management5,841MILLIONS
Total Number of Accounts19,042ACCOUNTS
Average Account Value$306,765
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV