Legend Financial Advisors Inc.

Legend Financial Advisors Inc. (CRD# 108207) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $246,567,581 in 794 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $310,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, NC, PA, TX, WV

Financial Advisors at Legend Financial Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David F. Cawley
CRD#: 6203184
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237

David Cawley (CRD# 6203184) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.

2
James J. Holtzman
CRD#: 4292875
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237

James Holtzman (CRD# 4292875) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 23 years of experience in the finance industry.

3
Robert C. White
CRD#: 7314647
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237

Robert White (CRD# 7314647) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.