Todd TarantinoCRD Number: 2189943
Current Firm: Acorn Wealth Advisors, LLC
Compensation Model: Fee Only
Todd Tarantino is a Registered Investment Advisor and Co-Founder of Acorn Wealth Advisors, LLC in Grand Blanc, MI and has over 24 years of experience in the finance industry. Todd Tarantino 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|Purshe Kaplan Sterling Investments||Albany, NY||May 2014 - Current||6|
|Acorn Wealth Advisors||Grand Blanc, MI||May 2014 - Current||6|
|Ameriprise Financial Services Inc.||Grand Blanc, MI||Aug 1990 - Apr 2014||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
Total Assets Under Management317MILLIONS
Total Number of Accounts1,550ACCOUNTS
Average Account Value$204,781
- 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
FL, IL, LA, MI, NH, TX
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