David Jeter is a CFP-designated registered investment advisor at Allegheny Financial Group LTD, based in Pittsburgh, PA, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,955 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allegheny Financial Group offers several investment management options:
- Comprehensive Portfolio Management (PMA): Fees are calculated as a percentage of the assets they manage for you.
- Investment Management Services (IMA): Fees range from 0% to 1% per year, depending on the amount they manage for you.
- Streamlined Account Management (SAM): The fee is 0.75% per year of the assets they manage for you.
Location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David is a trustee for the Jeter Trust, a marital trust, since 1999. He also volunteers as a CFP providing pro bono financial planning for cancer patients, dedicating minimal time.
Employment History
Current Registrations
Allegheny Financial Group LTD
Previous Registrations
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
Concord Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.