BA
BA

Bernard Michael Avon

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
1,750 clients
Average Client Portfolio
$172K average
Assets Under Management
$301.5M

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
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Location

159 Perry Highway, Pittsburgh, PA, 15229

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bernard works as a broker at Penn Financial Services, LLC, selling life, health insurance, and annuities, dedicating about a third of his time to this. He also works as a Senior Signaling Design Engineer at Hitachi Rail STS Inc., spending nearly full-time hours on this non-investment related role.

Employment History
Current Registrations
USA Financial Securities Corporation
February 2017 - Present · 9 yrs
USA Financial Securities LLCBroker
November 2016 - Present · 9 yrs 3 mos
State Registrations8 states
FLNCNHNJOHPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bernard Michael Avon - Financial Advisor | TrueAdvisor