Ernest Ceccato, financial advisor Chapel Hill NC
93 score

Ernest Ceccato

CRD Number: 5527596
Current Firm: Founders Financial Alliance, LLC

Ernest Ceccato (CRD# 5527596) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Founders Financial Alliance, LLC Chapel Hill, NC Sep 2015 - Current 1
Lpl Financial LLC Hickory, NC Sep 2015 - Current 1
Wells Fargo Advisors, LLC Greenville, SC May 2013 - Sep 2015 2
Edward Jones St Louis, MO May 2008 - May 2013 5
Corrugated Container Corporation Piney Flats, TN May 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Ernest Ceccato
Phone Number: 855-860-5940
Registered State(s):
  • GA
  • NC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $243,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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