Bill Few Associates, Inc
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About this Advisor
Brian Jourdan is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an advisor with Bill Few Associates, Inc, Jourdan has 14 years of professional experience in the financial advisory industry. Jourdan has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Jourdan can serve investors in Pennsylvania. Jourdan has gained experience at Bill Few Associates, Inc and Bill Few Securities, Inc. Bill Few Associates, Inc is located in Pittsburgh, Pennsylvania, and has three other locations throughout the country. As a company, Bill Few Associates, Inc oversees $960 million in assets across 3,101 accounts and retains 29 staff members. The amount of assets the firm manages places it among the larger firms in the nation. The firm manages 2,200 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 3,101 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Bill Few Associates, Inc offers 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. The firm may charge clients 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
Brian Jourdan Work History
Brian has 14 years of experience.
Bill Few Associates, Inc
Bill Few Securities, Inc
Brian Jourdan has no disclosures.
Please visit their SEC profile for more details.