Thomas NardozziCRD Number: 5325664
Current Firm: Perpetual Wealth Advisors, LLC
Thomas Nardozzi (CRD# 5325664) is an Investment Advisor Representative working at Perpetual Wealth Advisors, LLC in Waxhaw, NC and has over 15 years of experience in the finance industry. Thomas Nardozzi 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Perpetual Wealth Advisors, LLC||Atlanta, GA||Mar 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
Total Assets Under Management59MILLIONS
Total Number of Accounts46ACCOUNTS
Average Account Value$1,287,243
- 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
- Publication of periodicals or newsletters
CA, GA, MN, NC, TX
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