Unclaimed Profile

Jorie Lyn Pitt

AHC ADVISORS, INC.·ST. CHARLES, Illinois

Series 65Clean record15 years registeredAHC ADVISORS, INC.

380 SOUTH 1ST STREET, ST. CHARLES, IL 60174CRD# 5966197Firm CRD# 127364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jorie Lyn Pitt · ST. CHARLES, IL

Registration

CRD #5966197 · AHC ADVISORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

MISSION WEALTH MANAGEMENT, LP

Nov 2020 – present

AHC ADVISORS, INC.

Aug 2011 – Dec 2020

ST. CHARLES, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AHC ADVISORS, INC.

CRD 127364 · SEC 801-62202

AUM

$256M

Regulatory assets under management

Employees

223 client accounts

Services offered by AHC ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AHC ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jorie Lyn Pitt offer?

Jorie Lyn Pitt specializes in Financial Planning, Investment Management. Contact their office in ST. CHARLES, Illinois for a consultation.

What are Jorie Lyn Pitt's credentials?

Jorie Lyn Pitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jorie Lyn Pitt located?

Jorie Lyn Pitt is based in ST. CHARLES, Illinois, working with AHC ADVISORS, INC.. Their office serves clients in the ST. CHARLES metropolitan area and surrounding communities.

How does Jorie Lyn Pitt charge for services?

Jorie Lyn Pitt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer based fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AHC ADVISORS, INC.?

AHC ADVISORS, INC. has approximately 3 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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