Charles Falco (CRD# 1388119) is an Investment Advisor Representative working at Limerick Financial Group, LLC in Limerick, PA and has over 37 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Limerick Financial Group, LLC | Limerick, PA | Mar 2006 - Current | 18 |
| Falco And Associates, Inc. | Limerick, PA | Jan 1987 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- PA
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Total Assets Under Management59MILLIONS
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Total Number of Accounts230ACCOUNTS
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Average Account Value$255,315
- 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
- Selection of other advisers (including private fund managers)
PA
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