Richard GuernseyCRD Number: 4625491
Current Firm: Allegheny Investments, Ltd.
Richard Guernsey (CRD# 4625491) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Wexford, PA and has over 13 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Allegheny Investments||Pittsburgh, PA||Oct 2009 - Current||7|
|Hefren-tillotson Inc.||Pittsburgh, PA||Jan 2004 - Oct 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management208MILLIONS
Total Number of Accounts2,580ACCOUNTS
Average Account Value$80,799
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV