Christian Halas (CRD# 2590797) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Pittsburgh, PA and has over 29 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Venn Wealth And Benefit Svcs | Altoona, PA | Aug 2006 - Current | 17 |
Halas Consulting | Pittsburgh, PA | Mar 2006 - Current | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1995 |
S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- PA
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Total Assets Under Management22MILLIONS
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Total Number of Accounts153ACCOUNTS
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Average Account Value$145,141
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
PA
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