Pittsburgh, PA 9043 Perry Highway Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,430 offices

Location

9043 Perry Highway

Pittsburgh PA 15237

Advisors at this office

4

Advisors at this office

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Brian D

CFP®, Series 63, Series 65

Pittsburgh, PA

LPL Financial

Brian Donley is a financial advisor with LPL Financial, holding the CFP® designation and 29 years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and has maintained a long-term role with Summit Wealth Advisors since 2012. Donley serves as a for-profit board member of Capital City Brewing. 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 range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Douglas R

CFP®, Series 63, Series 65

Pittsburgh, PA

LPL Financial

Douglas Richey is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Lincoln Financial Securities Corporation. Outside of his primary advisory role, he is involved with RD Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Jamie D

CFP®, Series 66

Pittsburgh, PA

LPL Financial

Jamie Danna is a CFP® with 16 years of industry experience and is currently affiliated with LPL Financial since 2021. His prior roles include positions at Beratung Partners Inc, Sullivan & Danna LLC, Waddell & Reed Inc, and various insurance carriers. He serves on the board of the Veteran's Leadership Program, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

Jeremy D

Series 66

Pittsburgh, PA

LPL Financial

Jeremy Draskovich is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 license and previously worked at Citizens Securities, Inc. for seven years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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