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).
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Total Assets Under Management247MILLION
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Total Number of Accounts794ACCOUNTS
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Average Account Value$310,539
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, NC, PA, TX, WV
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.
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.
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.