Christopher
Fleegle

Osaic Institutions, Inc

CRD#5147631
Investment Advisor
in Johnstown, PA

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About this Advisor

Christopher Fleegle is a financial advisor based in Johnstown, Pennsylvania, working with Osaic Institutions, Inc. Christopher has previously held positions at First National Bank Of Pa, Cetera Investment Services LLC, Northwest Bank, Osaic Institutions, Inc, First Commonwealth Bank, and Lpl Financial, LLC. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Christopher is part of Osaic Institutions, Inc, which operates out of Johnstown, Pennsylvania. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1001 Scalp Ave
Johnstown, PA 15904

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

PA Average: $5,297,377,271
Total Number of Employees

722

PA Average: 35
Total Number of Accounts

8,478

PA Average: 690
Average Account Size

$427,771

PA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Fleegle Work History

2024 - Present (0 year)

Osaic Institutions, Inc

2024 - Present (0 year)

First Commonwealth Bank

2019 - Present (5 years)

Northwest Bank

2017 - Present (7 years)

Lpl Financial, LLC

2014 - 2017 (3 years)

Cetera Investment Services LLC

2008 - 2017 (9 years)

First National Bank Of Pa

Disclosures

Please visit the SEC profile of Christopher Fleegle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

Bret Kinzler
Fargo, ND
Brian Marois
South Windsor, CT
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Henry Nunez
Scarsdale, NY
Peter Aiello
Canton, MA
James Mckenna
Dover, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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