Frederick PieracciCRD Number: 725725
Current Firm: Nfp Retirement Inc.
Frederick Pieracci (CRD# 725725) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 24 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Nfp Retirement||Aliso Viejo, CA||Nov 2016 - Current||5|
|Kestra Investment Services, LLC||Aliso Viejo, CA||Aug 2014 - Current||8|
|Cape Star Company||Aliso Viejo, CA||Mar 1977 - Current||45|
|Nfp Securities, Inc.||Aliso Viejo, CA||Jul 2014 - Apr 2016||1|
|Financial Telesis||San Rafael, CA||Mar 2006 - Aug 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2001|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
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