Legend Financial Advisors Inc.
Legend Financial Advisors Inc. (CRD# 108207) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $308,473,044 in 1,076 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management308MILLION
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Total Number of Accounts1,076ACCOUNTS
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Average Account Value$286,685
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, MD, NC, PA, TX, VA, 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 3 years of experience in the finance industry.