Ernest Rispoli (CRD# 7115211) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 4 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Cpr Investments Inc. | Rochester, MI | Aug 2023 - Current | < 1 |
Cpr Financial Group LLC | Rochester, MI | Aug 2023 - Current | < 1 |
Fairway Independent Mortgage Corporation | White Plains, NY | Jul 2023 - Current | < 1 |
Primerica Advisors | Briar Cliff Manor, NY | Nov 2021 - Aug 2023 | 1 |
Pfs Investments Inc. | Briarcliff Manor, NY | May 2019 - Aug 2023 | 4 |
Primerica Financial Services | Briarcliff Manor, NY | Feb 2019 - Aug 2023 | 4 |
Envoy Mortgage | White Plains, NY | Feb 2019 - Jun 2023 | 4 |
Key Bank | Nyack, NY | Nov 2017 - Jan 2019 | 1 |
First Niagara Bank | Nyack, NY | Sep 2016 - Nov 2017 | 1 |
Unemployed | Tappan, NY | Feb 2016 - Aug 2016 | < 1 |
Fran Rock Truck | West Nyack, NY | Dec 2014 - Jan 2016 | 1 |
Wells Fargo Banbk | White Plains, NY | Oct 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NY
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Total Assets Under Management295MILLIONS
-
Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- 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)
AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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