Anthony PapaCRD Number: 706256
Current Firm: Cadaret Grant & Co Inc.
Anthony Papa (CRD# 706256) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Denver, NC and has over 31 years of experience in the finance industry. Anthony Papa 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cadaret, Grant & Company, Inc.||Denver, NC||Aug 2006 - Current||15|
|Papa/englehart Strategic Planning||Rockville Centre, NY||Jan 2000 - Mar 2020||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management6,312MILLIONS
Total Number of Accounts22,459ACCOUNTS
Average Account Value$281,053
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, 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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