Todd Tarantino
CRD Number: 2189943Current 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.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acorn Wealth Advisors | Grand Blanc, MI | May 2014 - Current | 9 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
- MI
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Total Assets Under Management377MILLIONS
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Total Number of Accounts1,690ACCOUNTS
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Average Account Value$223,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Pension consulting services
AZ, CA, FL, IL, LA, MI, TX, WI
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