Dominic Repetti (CRD# 4276953) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2023 - Current | < 1 |
| Concurrent Investment Advisors Dba Next Retirement Solutions | Tampa, FL | May 2023 - Current | < 1 |
| Concurrent Retirement Solutions | San Diego, CA | Jan 2021 - Current | 3 |
| Next Retirement Solutions | San Diego, CA | May 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | San Diego, CA | Jun 2016 - May 2023 | 6 |
| Raymond James | San Diego, CA | May 2016 - May 2023 | 7 |
| Wells Fargo Advisors, LLC | San Diego, CA | Jan 2008 - May 2016 | 8 |
| Ag Edwards/wachovia/wells Fargo | San Diego, CA | Nov 2000 - May 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
- CA
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
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