John Tarpinian, financial advisor West Brookfield MA
83 score

John Tarpinian

CRD Number: 1013555
Current Firm: Paulson Investment Company, LLC

John Tarpinian (CRD# 1013555) is an Investment Advisor Representative working at Paulson Investment Company, LLC in West Brookfield, MA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Paulson Investment Company LLC New York, NY Dec 2015 - Current 1
Newport Coast Securities New York, NY Feb 2013 - Dec 2015 2
Ariston Wealth Management New York, NY Apr 2012 - Feb 2013 < 1
Meyers Associates LP New York, NY Oct 2011 - Feb 2013 1
Anderson & Strudwick, Inc. West Brookfield, MA Jul 2010 - Oct 2011 1
Jesup & Lamont Securities Worcester, MA Jan 2004 - Jul 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Jun 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John A. Tarpinian
Phone Number: 3129408320
Registered State(s):
  • FL
  • ME
  • MD
  • MA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,881,181
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DE, FL, GA, IL, MA, MD, ME, MO, NE, NY, RI, TX, VA, WA

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BADGES
83

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