Bill Few Associates, Inc
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About this Advisor
Reshelle Barrett is a certified financial planner operating out of Pittsburgh, Pennsylvania, who has been in the advisory business for 25 years. Barrett is on the advisory team at Bill Few Associates, Inc. Their career trajectory has included roles at Bill Few Securities and Bill Few Associates, Inc. Barrett has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Bill Few Associates, Inc is a company that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in three locations and a total of 29 financial advisors. It has $960 million in total assets between its 3,101 accounts, making it one of the larger firms in the nation by assets under management. The firm advises three charitable organizations. The company has a number of services, including 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees billed by Bill Few Associates, Inc most likely include 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
Reshelle Barrett Work History
Reshelle has 25 years of experience.
Bill Few Securities
Bill Few Associates, Inc
Reshelle Barrett has no disclosures.
Please visit their SEC profile for more details.