Robert DicolaCRD Number: 1044383
Current Firm: Sagepoint Financial, Inc.
Robert Dicola (CRD# 1044383) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Leechburg, PA and has over 34 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Sagepoint Financial, Inc.||New Kensington, PA||Jan 2009 - Current||8|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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)
- Educational seminars/workshops
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