William
Spence

Fragasso Financial Advisors

CRD#1201228
Investment Advisor
in Pittsburgh, PA
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About this Advisor

William Spence is a certified financial planner and chartered financial consultant who works in Pittsburgh, Pennsylvania. Currently an advisor at Fragasso Financial Advisors, they have accrued 10 years of experience in the financial advisory industry. Spence holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Spence is registered to advise investors based out of Pennsylvania. Throughout their career, they have worked at Parkvale Savings Bank, Lpl Financial Corporation, Fragasso Financial Advisors and Private Client Services. Fragasso Financial Advisors is based out of Pittsburgh, Pennsylvania, and has three other locations throughout the nation. In aggregate, Fragasso Financial Advisors oversees $1 billion in assets across 3,048 client accounts and retains 35 staff members. The firm's total assets under management places it among the larger investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 11% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Fragasso Financial Advisors can offer financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

610 Smithfield Street Suite 400
Pittsburgh, PA 15222

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Fragasso Financial Advisors Brokerage Details

Total Assets Under Management

$1,112,928,915

PA Average: $15,833,994,310
Total Number of Employees

37

PA Average: 41
Total Number of Accounts

3,682

PA Average: 3,342
Average Account Size

$302,262

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

William Spence Work History

William has 10 years of experience.

2018 - Present (1 year)

Private Client Services

2012 - Present (7 years)

Fragasso Financial Advisors

2008 - 2009 (1 year)

Parkvale Savings Bank

2008 - 2018 (10 years)

Lpl Financial Corporation

Disclosures

William Spence has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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