Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rachel works as a financial planning analyst for Fragasso Financial Advisors, spending full-time hours on this role. She also dedicates minimal time to non-variable insurance as a financial planning analyst.

Employment History
Current Registrations
Private Client Services, LLC Broker
August 2018 - Present · 7 yrs 5 mos
Fragasso Financial Advisors
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2016 - August 2018 · 2 yrs
LPL Financial LLC Broker
February 2016 - August 2018 · 2 yrs 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.