Peter Girolamo (CRD# 4912739) is an Investment Advisor Representative working at Retirement Wealth Center Inc. in Thousand Oaks, CA and has over 18 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Wealth Center | Thousand Oaks, CA | Jul 2017 - Current | 6 |
| Girolamo & Company | Thousand Oaks, CA | Jun 2002 - Current | 21 |
| Bernzott Capital Advisors | Camarillo, CA | Jan 2015 - Oct 2017 | 2 |
| Retirement Wealth Center | Thousand Oaks, CA | Nov 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- CA
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Total Assets Under Management28MILLIONS
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Total Number of Accounts111ACCOUNTS
-
Average Account Value$255,976
- 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
- Selection of other advisers (including private fund managers)
CA
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