Fragasso taps TD Ameritrade, PCS

Fragasso Financial Advisors said it has entered an agreement with TD Ameritrade Institutional to serve as custodian, effective Aug. 2, following a detailed evaluation and search for a partner to support the Pittsburgh-based independent firm’s growth goals and align with its business model.

Fragasso’s main business focus is fee-based advisory, investment management and financial planning. Brokerage accounts contribute to a small percentage of assets but a new partnership is being established…...

3 Published By - San Francisco Business Times - Banking & Financial News - Banking & Financial News Headlines - 2018.07.12. 13:48
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