Nicholas Lentini (CRD# 2649282) is an Investment Advisor Representative working at Continuum Advisory, LLC in Santa Clarita, CA and has over 28 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Apr 2018 - Current | 6 |
| Lentini Financial Advisory | Valencia, CA | Jul 2015 - Current | 8 |
| College Of The Canyons | Santa Clarita, CA | Feb 2014 - Current | 10 |
| Signator Investors, Inc. | Santa Clarita, CA | May 2016 - Apr 2018 | 1 |
| Transamerica Financial Advisors, Inc. | Santa Clarita, CA | Sep 2009 - May 2016 | 6 |
| Lentini Agency | Canyon Country, CA | Feb 1996 - Jul 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- CA
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Total Assets Under Management1,292MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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