Todd Dagostino (CRD# 2189577) is an Investment Advisor Representative working at Your Private Client Group, Inc. in Huntington Beach, CA and has over 16 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Your Private Client Group, Inc. | Huntington Beach, CA | Feb 2018 - Current | 6 |
Assetmark Brokerage, LLC | Concord, CA | Aug 2014 - Current | 9 |
Assetmark Financial, Inc. | Concord, CA | Aug 2014 - Current | 9 |
Centurion Capital Group, Inc. | Concord, CA | Sep 2013 - Aug 2014 | < 1 |
Capital Brokerage Corporation | Richmond, VA | Nov 2007 - Aug 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2008 |
S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- CA
- TX
-
Total Assets Under Management229MILLIONS
-
Total Number of Accounts488ACCOUNTS
-
Average Account Value$469,309
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, HI, IL, IN, KS, LA, MD, NV, OH, OR, PA, TX, WA
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