Pittsburgh, PA Freeport Road Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,430 offices

Location

1090 Freeport Road, Ste. 150

Pittsburgh PA 15238

Advisors at this office

2

Advisors at this office

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Andrew W

Series 66

Pittsburgh, PA

LPL Financial

Andrew Wallisch is a financial advisor with LPL Financial based in Pittsburgh, PA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services and a year at AirBNB. He is also involved with FC Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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James W

Series 63, Series 65

Pittsburgh, PA

LPL Financial

James Wallisch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes long tenures at Raymond James Financial and Raymond James Financial Services, Inc., followed by his current roles at LPL Financial since 2020 and F.C. Financial Services Inc. since 2009. He serves as a board member of the Fox Chapel Presbyterian Church Endowment Committee in Pittsburgh. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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