Carol Pipitone, financial advisor Phoenix AZ

Carol Pipitone

CRD Number: 4257883
Current Firm: Brookwood Investment Group

Carol Pipitone (CRD# 4257883) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 19 years of experience in the finance industry.

Similar Advisors
David Schiller, financial advisor Phoenix AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Michael Abbate, financial advisor Phoenix AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Similar Advisors
Jerry Abbitt, financial advisor Phoenix AZ
Jerry W. Abbitt
CRD# 5338348
Primerica Advisors
Company Name Location Dates Years
Brookwood Investment Group LLC Phoenix, AZ May 2023 - Current < 1
Brookwood Insurance Group LLC Phoenix, AZ Jan 2022 - Current 2
Belpointe Asset Management, LLC Reno, NV Apr 2016 - Current 7
Belpointe Insurance, LLC Greenwich, CT Apr 2016 - Jan 2022 5
Tcfg Wealth Management, LLC Newport Beach, CA Mar 2015 - Mar 2016 1
Calton & Asociates, Inc. Bixbite, CA Mar 2014 - Mar 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Carol J. Pipitone
Phone Number: 480-744-9628
Firm Website: https://ckwmg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

AZ, CA, CT, FL, GA, IL, OH, OR, PA, RI, TN, VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.