Jeffrey
Barksdale
Fragasso Financial Advisors
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About this Advisor
Jeffrey Barksdale is a financial advisor working in Pittsburgh, Pennsylvania with a total of 10 years of relevant experience. Barksdale is an employee of Fragasso Financial Advisors. The advisor has gained experience at Bates, Barksdale, Ickert & Company, Lpl Financial LLC and Fragasso Financial Advisors. Barksdale has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Pennsylvania. Fragasso Financial Advisors is a company based in Pittsburgh, PA. The company has offices in five locations and a total of 36 financial advisors. It has $2 billion in assets among its 5,076 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 30 charities and foundations. Of its 5,076 customer accounts, 20% are held by high-net-worth clients who have more than $1 million in assets available to invest. Fragasso Financial Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually depend on which service is offered. Fee types billed by Fragasso Financial Advisors can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fragasso Financial Advisors Brokerage Details
$1,787,815,842
36
5,076
$352,210
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Barksdale Work History
Jeffrey has been registered as a financial advisor for 10 years.*
Fragasso Financial Advisors
Lpl Financial LLC
Bates, Barksdale, Ickert & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Barksdale 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 Fragasso Financial Advisors
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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