Anthony Pampel
CRD Number: 5519811Current Firm: Csenge Advisory Group, LLC
Compensation Model: Fee Only
Anthony Pampel (CRD# 5519811) is an Investment Advisor Representative working at True Life Financial Planning, LLC in Dallas, TX and has over a decade of experience in the finance industry. Anthony Pampel 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial, LLC | Austin, TX | Jan 2023 - Current | 1 |
| Csenge Advisory Group | Dallas, TX | Sep 2022 - Current | 1 |
| Lion Street Advisors | Dallas, TX | Jul 2022 - Current | 1 |
| True Life Financial Planning, LLC | Dallas, TX | Apr 2015 - Current | 9 |
| Mml Investors Services LLC | Dallas, TX | Feb 2013 - May 2015 | 2 |
| Massmutual Life Insurance Company | Dallas, TX | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- TX
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Total Assets Under Management2,753MILLIONS
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Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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