Robert Zappitelli (CRD# 1693073) is an Investment Advisor Representative working at Avantax Advisory Services in Concord Township, OH and has over 11 years of experience in the finance industry. Robert Zappitelli 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# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valcon Inc. | Concord, OH | Jan 2019 - Current | 5 |
| Mfrjz Inc. | Concord, OH | Aug 2018 - Current | 5 |
| Zapp E-commerce Stores Inc. | Concord, OH | Aug 2018 - Current | 5 |
| Avantax Advisory Services | Concord, OH | Jun 2017 - Current | 6 |
| Avantax Investment Services, Inc. | Concord, OH | Jun 1987 - Current | 36 |
| Zappitelli Financial Services | Concord Twp, OH | Aug 1985 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
- OH
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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