Loren Paul Fiffik

Employer firm

Confluence Financial Partners CRD 311980

$6.84B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → 04/2019
  Pnc Investments
  Pittsburgh, PA
• 04/2019 → 07/2021
  Raymond James Financial Services, Inc.
  Pittsburgh, PA
• 04/2019 → 07/2021
  Raymond James Financial Services Advisors Inc.
  Pittsburgh, PA
• 03/1996 → Present
  Sylvia J Fiffik Irrev Trust
  Pittsburgh, PA
• 07/2021 → Present
  Confluence Wealth Services, Inc
  Pittsburgh, PA

Previous Registrations

• 2019-04-25 → 2021-07-07
  Raymond James Financial Services Advisors, Inc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 2004-01-01 → 2019-05-02
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 2003-06-04 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  North Versailles, PA

Other Businesses

Confluence Financial Partners; 1 PPG Place Ste 2420 Pittsburgh PA 15222; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs

Exams

• S66 Uniform Combined State Law Examination
  2001-02-23

Designations

• Certified Financial Planner