Gregory TartagliaCRD Number: 3028175
Current Firm: Usaa Financial Planning Services
Gregory Tartaglia (CRD# 3028175) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 19 years of experience in the finance industry. Gregory Tartaglia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Jun 2006 - Current||11|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops