Carl NadwodnyCRD Number: 1898160
Current Firm: Convergent Financial Strategies LLC
Carl Nadwodny (CRD# 1898160) is an Investment Advisor Representative working at Convergent Financial Strategies LLC in Plymouth Meeting, PA and has over 33 years of experience in the finance industry. Carl Nadwodny 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.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|Convergent Financial Strategies LLC||Media, PA||Oct 2014 - Current||7|
|First Niagra Private Bank N.a.||Plymouth Meeting, PA||Apr 2008 - Oct 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
Total Assets Under Management178MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$463,518
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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