Bill Few Associates, Inc
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About this Advisor
Alison Wertz is a certified financial planner who works out of Pittsburgh, Pennsylvania, who has been in the financial industry for 22 years. Wertz is currently employed by Bill Few Associates, Inc. The advisor has gained experience at Bill Few Associates, Inc and Bill Few Securities, Inc. Wertz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Bill Few Associates, Inc is an advisory business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in three locations and a total of 29 employees. It oversees $960 million in total assets between its 3,101 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm serves three charitable organizations. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. Fees billed by Bill Few Associates, Inc most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Bill Few Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alison Wertz Work History
Alison has 22 years of experience.
Bill Few Securities, Inc
Bill Few Associates, Inc
Alison Wertz has no disclosures.
Please visit their SEC profile for more details.