Curt Di Giacomo (CRD# 4532439) is an Investment Advisor Representative working at Goal Line Wealth Management, Inc. in Solana Beach, CA and has over 21 years of experience in the finance industry. Curt Di Giacomo 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# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Goal Line Wealth Management, Inc. | Solana Beach, GA | Jan 2020 - Current | 4 |
Sowell Management | North Little Rock, AR | Jan 2020 - Current | 4 |
Wells Fargo Advisors Financial Network, LLC | La Jolla, CA | Sep 2016 - Jan 2020 | 3 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Sep 2016 | 1 |
Morgan Stanley Smith Barney | La Jolla, CA | Jun 2009 - Sep 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2002 |
S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- CA
- TX
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$346,804
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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