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Kathy Ann Poole

Allegheny Investments, Ltd.

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About Kathy Ann Poole

Kathy Ann Poole is a registered representative with Allegheny Investments, Ltd. Kathy has been in the industry since November 23, 2014. Kathy specializes in "Securities Industry Essentials Examination" and "Operations Professional Examination" . Kathy Ann Poole is a registered representative with Allegheny Investments, Ltd. in the state of PA. Kathy has been in the industry since November 23, 2014. Kathy is a registered representative with Allegheny Investments, Ltd. based in Pittsburgh, PA and has held this position since November 24, 2014. Kathy Ann Poole is a registered representative who specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Kathy Poole is currently registered with Allegheny Investments, Ltd.. Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.
Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kathy Poole’s Registration & Firm History

PA

11/24/2014 - Present

Allegheny Investments, Ltd. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathy Ann Poole.
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