Albert Dagostino, financial advisor Mechanicsburg PA
93 score

Albert Dagostino

CRD Number: 1921013
Current Firm: Vicus Capital, Inc.

Albert Dagostino (CRD# 1921013) is an Investment Advisor Representative working at Vicus Capital, Inc. in Mechanicsburg, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Vicus Capital, Inc. (formerly Pfg Financial Advisors) College, PA Sep 2001 - Current 15
Walnut Street Securities Inc. St Louis, MO Nov 2001 - Aug 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Jul 1991
Contact Info for Albert D. Dagostino
Phone Number: 855-558-4287
Firm Website: http://vicuscapital.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,094
    MILLIONS
  • Total Number of Accounts
    4,397
    ACCOUNTS
  • Average Account Value
    $248,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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