Giancarlo DorazioCRD Number: 6109411
Current Firm: Advice And Planning Services
Giancarlo Dorazio (CRD# 6109411) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 4 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Tiaa||Pittsburgh, PA||Jun 2014 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Pittsburgh, PA||Jun 2014 - Current||2|
|Straightline Group||Troy, MI||Jan 2012 - May 2014||2|
|Health Benefit Services||Coraopolis, PA||Jun 2009 - Dec 2011||2|
|Banker's Life And Casualty||Greentree, PA||Oct 2008 - Jun 2009||< 1|
|American Income Life||Pittsburgh, PA||Jul 2008 - Oct 2008||< 1|
|Fedex||Coraopolis, PA||May 2007 - Jul 2008||1|
|Laird Plastics||Gibsonia, PA||Jan 2007 - May 2007||< 1|
|Advantage Construction||Murraysville, PA||Aug 2006 - Jan 2007||< 1|
|Extreme Fitness Ii||Greentree, PA||Feb 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
|S63||Uniform Securities State Law Examination||Jul 2014|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, 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, VI, VT, WA, WI, WV
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