Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M

Fee Structure

Brian Tussing may earn insurance commissions for the sale of insurance products, which may create a conflict of interest. All advisory compensation is paid by clients directly.

Areas of Practice
Insurance PlanningReal Estate Investing
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Advisor Information

Office location

1009 Perry Highway, Pittsburgh, PA, 15237

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2017
Denied
Employment History
Current Registrations
Wesbanco Securities, INC. Broker
December 2019 - Present · 6 yrs 1 mo
Wesbanco Securities, INC.
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
Infinex Investments, INC.
November 2015 - November 2019 · 4 yrs
Infinex Investments, INC. Broker
November 2015 - November 2019 · 4 yrs
LPL Financial LLC
January 2013 - December 2015 · 2 yrs 11 mos
LPL Financial LLC Broker
September 2009 - December 2015 · 6 yrs 3 mos
Natcity Investments, INC.Broker
September 2007 - September 2009 · 2 yrs
Pruco Securities, LLC. Broker
March 2006 - August 2007 · 1 yr 5 mos
State Registrations5 states
FLNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.