H & A Wealth Advisors
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About this Advisor
Bernard Carter is a chartered financial analyst who works out of Pittsburgh, Pennsylvania, who has 13 years of work experience. Carter is an advisor for H & A Wealth Advisors. Their career trajectory has included roles at Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors), Bny Mellon and Lpl Financial, LLC. Carter has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Pennsylvania. H & A Wealth Advisors is an advisory firm based in Pittsburgh, Pennsylvania. It manages $242 million in assets under management among its 492 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 492 client accounts, 20% are held by high-net-worth clients who have greater than $1 million in assets available to invest. H & A Wealth Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors are based on the type of financial services. However, fees charged by H & A Wealth Advisors likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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H & A Wealth Advisors 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
- Educational seminars/workshops
Bernard Carter Work History
Bernard has 13 years of experience.
Lpl Financial, LLC
Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors)
Bernard Carter has no disclosures.
Please visit their SEC profile for more details.