Wayne Pampaloni (CRD# 2201691) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 31 years of experience in the finance industry. Wayne Pampaloni 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital, LLC | Chicago, IL | Nov 2022 - Current | 1 |
| Acorn Financial Services | Reston, VA | Aug 2016 - Current | 7 |
| Acorn Financial Advisory Services, Inc. | Reston, VA | Aug 2016 - Current | 7 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Aug 2016 - Nov 2022 | 6 |
| Lpl Financial LLC | Leesburg, VA | Jan 2014 - Aug 2016 | 2 |
| Summit Community Bank | Leesburg, VA | Jan 2014 - Aug 2016 | 2 |
| Summit Financial Group | Leesburg, VA | Jun 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- FL
- SC
- VA
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Total Assets Under Management1,110MILLIONS
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Total Number of Accounts4,268ACCOUNTS
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Average Account Value$260,092
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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