Christopher Tarquinio (CRD# 2422324) is an Investment Advisor Representative working at Global Retirement Partners LLC in Moon Township, PA and has over 30 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Global Retirement Partners, LLC | San Rafael, CA | May 2022 - Current | 2 |
Lpl Financial, LLC | Moon Township, PA | May 2022 - Current | 2 |
Heritage Wealth Management Group, LLC | Moon Township, PA | Jan 2011 - Current | 13 |
Raymond James Financial Services, Inc. | Moon Township, PA | Mar 2017 - May 2022 | 5 |
Raymond James Financial Services Advisors Inc. | Moon Township, PA | Mar 2017 - May 2022 | 5 |
Montour School District | Robinson Twp, PA | Mar 2018 - Jan 2019 | < 1 |
Commonwealth Financial Network | Waltham, MA | Feb 2002 - Mar 2017 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1994 |
S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
- PA
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Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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)
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