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About this Advisor
Allison Whitney is a financial advisor who works out of Pittsburgh, Pennsylvania, with a total of 14 years in the industry. Whitney is on the advisory team at Hefren-Tillotson, Inc. They have been employed by Hefren-tillotson, Inc for all of their career. Whitney holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Hefren-Tillotson, Inc is a firm that has its headquarters in Pittsburgh, Pennsylvania. It has offices in six locations and a total of 183 people on staff. It administers $8 billion in total assets among its 22,446 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 80 charities and foundations. Of its 22,446 customer accounts, just 9% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Hefren-Tillotson, Inc can be comprised of asset-based, hourly and commission-based fees.
Certifications and Registrations
Years of Experience
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Hefren-Tillotson, 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
Allison Whitney Work History
Allison has 14 years of experience.
Allison Whitney has no disclosures.
Please visit their SEC profile for more details.