Curtis Pritchard (CRD# 5978874) is an Investment Advisor Representative working at Wexford Wealth Advisors LLC in Pittsburgh, PA and has over 12 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wexford Wealth Advisors LLC | Pittsburgh, PA | May 2017 - Current | 6 |
| Janney Montgomery Scott LLC | Pittsburgh, PA | Nov 2015 - May 2017 | 1 |
| Lpl Financial LLC | Butler, PA | Apr 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- PA
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$199,562
- 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
PA, TX
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