Anthony Gargano (CRD# 6025596) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsm Wealth Advisors | Cleveland, OH | Jan 2021 - Current | 3 |
| Cbiz Investment Advsiory Services LLC | Cleveland, OH | Dec 2018 - Dec 2020 | 2 |
| Sequoia Financial Advisors, LLC | Akron, OH | Jul 2012 - Dec 2018 | 6 |
| Valmark Securities, Inc. | Akron, OH | Jan 2012 - Dec 2015 | 3 |
| Sequoia Financial Group, LLC | Akron, OH | Dec 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- OH
-
Total Assets Under Management751MILLIONS
-
Total Number of Accounts1,450ACCOUNTS
-
Average Account Value$517,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, NC, NY, OH, TX
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