Carl D'agostini, financial advisor Fairfield CA
93 score

Carl D'agostini

CRD Number: 5625425
Current Firm: Edward Jones

Carl D'agostini (CRD# 5625425) is an Investment Advisor Representative working at Edward Jones in Fairfield, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Dec 2008 - Current 8
Cgt Worldwide Maricopa, AZ Dec 2007 - Oct 2008 < 1
Accounting & Finance Professionals Phoenix, AZ Jun 2007 - Nov 2007 < 1
Abba Professional Staffing Phoenix, AZ Mar 2007 - May 2007 < 1
Accounting & Finance Personnel Phoenix, AZ Oct 2006 - Feb 2007 < 1
Knn Public Finance Oakland, CA Jul 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Carl J. D'agostini
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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