Paul DinardoCRD Number: 4472423
Current Firm: Wealthquest Financial Services, LLC
Paul Dinardo (CRD# 4472423) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has over 7 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Wealthquest Financial Services, LLC||Norfolk, VA||Jul 2010 - Current||7|
|Wall, Einhorn & Chernitzer||Norfolk, VA||Sep 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2010|
Total Assets Under Management408MILLIONS
Total Number of Accounts1,012ACCOUNTS
Average Account Value$402,826
- 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)
CA, FL, LA, MD, NC, NY, VA