Charles Catagnus, financial advisor Collegeville PA
93 score

Charles Catagnus

CRD Number: 1056892
Current Firm: Nfp Retirement

Charles Catagnus (CRD# 1056892) is an Investment Advisor Representative working at Nfp Retirement in Collegeville, PA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Nfp Advisor Services, LLC Austin, TX Aug 2014 - Current 2
Nfp Retirement Inc. Aliso Viejo, CA Jan 2013 - Current 3
Financial Telesis Inc. San Rafael, CA Jun 2013 - Jul 2014 1
Lincoln Financial Advisors Fort Wayne, IN Dec 2006 - Dec 2012 6
Aon Securities Corporation Conshohocken, PA Mar 1996 - Dec 2006 10
Aon Consulting Conshohocken, PA May 1988 - Dec 2006 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Jul 1993
Contact Info for Charles F. Catagnus
Phone Number: 949-460-9898
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    34,857
    MILLIONS
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $47,359,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, MT, PA, TX, VA

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

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