Steven Dipaola (CRD# 1667609) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Parsippany, NJ and has over 33 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bankers Life Advisory Services, Inc. | Parsippany, NJ | Sep 2019 - Current | 4 |
Aetna | Parsippany, NJ | Sep 2017 - Current | 6 |
United Health Care | Parsippany, NJ | Sep 2017 - Current | 6 |
Humana | Parsippany, NJ | Sep 2017 - Current | 6 |
Bankers Life Securities Inc. | Parsippany, NJ | Jul 2017 - Current | 6 |
Bankers Life & Casualty | Parsippany, NJ | Feb 2017 - Current | 7 |
Northeast Securities, Inc. | Florham Park, NJ | Mar 2016 - Feb 2017 | < 1 |
Unemployed | Florham Park, NJ | Dec 2015 - Mar 2016 | < 1 |
Samuel A. Ramirez & Company, Inc. | New York, NY | Aug 2015 - Dec 2015 | < 1 |
Unemployed | Florham Park, NJ | Feb 2015 - Aug 2015 | < 1 |
Citation Financial Group LP | New York, NY | Mar 2008 - Feb 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1990 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NJ
-
Total Assets Under Management1,125MILLIONS
-
Total Number of Accounts10,292ACCOUNTS
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Average Account Value$109,320
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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