James Paul Danko

Private Client Services, LLC

27 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

3402 Washington Road, Suite 301, McMurray, PA, 15317

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History

Regulatory History (1)

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Customer Dispute

August 2016

Denied

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Other Business ActivitiesSells Insurance

James is the Vice President and Chief Compliance Officer for Fragasso Financial Advisors, dedicating nearly full-time hours to this role. He also works as a wrestling official at various high schools for a few hours per week, is an independent insurance agent for minimal time, and is the President of Danko Financial LLC, spending about three-quarters of his time servicing advisory clients and running the business.