Charles CatagnusCRD 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.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Nfp Advisor Services, LLC||Austin, TX||Aug 2014 - Current||2|
|Nfp Retirement Inc.||Aliso Viejo, CA||Jan 2013 - Current||4|
|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|
Total Assets Under Management34,857MILLIONS
Total Number of Accounts736ACCOUNTS
Average Account Value$47,359,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, MT, PA, TX, VA
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