Michael Tringali (CRD# 4458965) is an Investment Advisor Representative working at Fee-only Financial Advisors, LLC in Beverly Hills, FL and has over 22 years of experience in the finance industry. Michael Tringali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2882852
Pnc Investments
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 6436659
J.p. Morgan Securities LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| F&h Electrical Contractors, Inc. | Crystal River, FL | Jan 2018 - Current | 6 |
| Fee-only Financial Advisors, LLC | Beverly Hills, FL | Nov 2016 - Current | 7 |
| Michael J. Tringali, P.a. | Beverly Hills, FL | Dec 1991 - Current | 32 |
| Modera Wealth Management, LLC | Hernando, FL | Jul 2014 - Jun 2016 | 1 |
| Crystal River Realty, Inc. | Beverly Hills, FL | Jan 1989 - Dec 2015 | 26 |
| Modera Advisors Of Crystal River, LLC | Hernando, FL | Jul 2014 - Feb 2015 | < 1 |
| Joseph & Company Cpas, Inc. | Hernando, FL | Nov 2000 - Feb 2015 | 14 |
| Joseph Capital Management, LLC | Hernando, FL | Aug 2001 - Jun 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- FL
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$274,754
- 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
FL, TX
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