Doris CanditoCRD Number: 1193474
Current Firm: Coastal Investment Advisors
Doris Candito (CRD# 1193474) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 33 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Coastal Investment Advisors, Inc.||Wilmington, DE||Jul 2011 - Current||6|
|Coastal Equities, Inc.||Cincinnati, OH||Jul 1990 - Current||27|
|Coastal Advisory Group, LLC||Cincinnati, OH||Dec 2008 - Jul 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
Total Assets Under Management302MILLIONS
Total Number of Accounts1,608ACCOUNTS
Average Account Value$187,632
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV