Expert Financial Services, LLC
Expert Financial Services, LLC (CRD# 121584) is a financial advisory firm headquartered in Wexford, PA. They manage $78,900,000 in 139 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Expert Financial Services, LLC
By the Numbers
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Total Assets Under Management79MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$567,626
Compensation Options
- A percentage of assets under your management
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Expert Financial Services, LLC
1
Todd Delligatti (CRD# 3089741) is an Investment Advisor Representative working at Expert Financial Services, LLC in Wexford, PA and has over 25 years of experience in the finance industry.
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