Ted DrostCRD Number: 3145557
Current Firm: Fragasso Financial Advisors
Ted Drost (CRD# 3145557) is an Investment Advisor Representative working at Fragasso Financial Advisors in Wexford, PA and has over 9 years of experience in the finance industry. Ted Drost 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
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Fragasso Financial Advisors||Pittsburgh, PA||Sep 2015 - Current||1|
|Lpl Financial LLC||Pittsburgh, PA||Sep 2015 - Current||1|
|Royal Alliance Associates||Carnegie, PA||May 2008 - Sep 2015||7|
|Select Financial Group, LLC||Carnegie, PA||May 2008 - Sep 2015||7|
|Nfp Securities Inc.||Bridgeville, PA||Feb 2007 - Apr 2008||1|
|Henry Wealth Management, LLC||Bridgeville, PA||Mar 2005 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management831MILLIONS
Total Number of Accounts2,700ACCOUNTS
Average Account Value$307,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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