Charles Prestigiacomo, financial advisor Corrales NM

Charles Prestigiacomo

CRD Number: 1830382
Current Firm: Advantage Wealth Advisors

Charles Prestigiacomo (CRD# 1830382) is an Investment Advisor Representative working at Advantage Wealth Advisors in Corrales, NM and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Advantage Wealth Advisors Corrales, NM Dec 2017 - Current 6
Lpl Financial, LLC San Diego, CA Mar 2015 - Current 9
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Mar 2015 2
First Allied Securities, Inc. San Diego, CA Jul 2005 - Mar 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles P. Prestigiacomo
Phone Number: (925) 837-1600
Registered State(s):
  • CA
  • NM
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $526,601
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
Types of Clients
Registered States

AZ, CA, ID, NM, TX

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