Anthony Farinaro (CRD# 6538633) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Vancouver, WA and has over 8 years of experience in the finance industry. Anthony Farinaro 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# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Downers Grove, IL | Sep 2017 - Current | 6 |
| Fidelity Brokerage Services LLC | Covington, KY | Jul 2015 - Sep 2017 | 2 |
| Miami University | Oxford, OH | Jul 2011 - May 2015 | 3 |
| Siemens | Iselin, NJ | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
| S63 | Uniform Securities State Law Examination | Sep 2015 |
- TX
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Total Assets Under Management746,325MILLIONS
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Total Number of Accounts38,517ACCOUNTS
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Average Account Value$19,376,520
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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