Anthony Iacovetto, financial advisor Lone Tree CO
90 score

Anthony Iacovetto

CRD Number: 5557047
Current Firm: Charles Schwab & Company, Inc.

Anthony Iacovetto (CRD# 5557047) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Jan 2013 - Current 3
Northwestern Mutual Investment Services, LLC Colorado Springs, CO Jul 2012 - Jan 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2012 - Jan 2013 < 1
Wells Fargo Bank Colorado Springs, CO Oct 2011 - Jun 2012 < 1
Ent Fcu Colorado Springs, CO Aug 2009 - Oct 2011 2
Baileys Moving And Storage Colorado Springs, CO Jun 2008 - Aug 2009 1
Uccs Colorado Springs, CO Aug 2005 - May 2009 3
T Rowe Price Colorado Springs, CO Nov 2008 - Feb 2009 < 1
Merrill Lynch Colorado Springs, CO Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Oct 2012
Contact Info for Anthony R. Iacovetto
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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