Samuel DippoldCRD Number: 5357071
Current Firm: Hefren-tillotson, Inc.
Samuel Dippold (CRD# 5357071) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 6 years of experience in the finance industry. Samuel Dippold 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
|Hefren-tillotson, Inc.||Pittsburgh, PA||Jun 2011 - Current||6|
|Hefren-tillotson, Inc.||Pittsburgh, PA||May 2007 - May 2011||4|
|Grove City College||Grove City, PA||Aug 2003 - May 2007||3|
|Hefren-tillotson, Inc.||Pittsburgh, PA||Jun 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
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