Charles Puccio
CRD Number: 4334931Current Firm: United Planners' Financial Services Of America A Limited Partner
Charles Puccio (CRD# 4334931) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Coralville, IA and has over 23 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Feb 2022 - Current | 2 |
| Charles Puccio | Nashville, TN | Jul 2018 - Current | 5 |
| Ame Real Estate LLC | Coralville, IA | May 2016 - Current | 8 |
| Ame Real Estate, LLC | Iowa City, IA | Apr 2015 - Current | 9 |
| Chuck Puccio, Sole Proprietor | Coralville, IA | Jan 2001 - Current | 23 |
| Charles T. Puccio | Coralville, IA | Jan 2001 - Current | 23 |
| Private Client Services | Louisville, KY | Jan 2018 - Feb 2022 | 4 |
| Wealth Advisors Group. LLC | Coralville, IA | Jan 2018 - Feb 2022 | 4 |
| Sii Investments, Inc. | Iowa City, IA | Feb 2004 - Jan 2018 | 13 |
| Sii Investments, Inc. | Iowa City, IA | Sep 2002 - Jan 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- IA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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