Anthony DipaoloCRD Number: 7508988
Current Firm: Dipaolo Financial Group, Inc.
Anthony Dipaolo (CRD# 7508988) is an Investment Advisor Representative working at Dipaolo Financial Group, Inc. in Lutz, FL and has 1 year of experience in the finance industry. Anthony Dipaolo 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Dipaolo Financial Group, Inc.||Lutz, FL||Feb 2022 - Current||1|
|Advisor's Choice Lending||Lutz, FL||Apr 2021 - Current||2|
|Dipaolo Financial Group||Lutz, FL||Oct 2017 - Mar 2021||3|
|University Of South Florida||Gainesville, FL||Jun 2015 - Oct 2017||2|
|Usmc - Infantry||Quantico, VA||May 2014 - Jun 2015||1|
|Sickles High School||Tampa, FL||Jan 2011 - May 2014||3|
Total Assets Under Management75MILLIONS
Total Number of Accounts604ACCOUNTS
Average Account Value$123,664
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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