Charles Laporta (CRD# 7324551) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 2 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Wormleysburg, PA | Apr 2024 - Current | < 1 |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | Jan 2024 - Current | < 1 |
| Triad Advisors | Norcross, GA | Jul 2022 - Apr 2024 | 1 |
| Triad Hybrid Solutions | Norcross, GA | Jul 2022 - Apr 2024 | 1 |
| Lebanon Valley College | Annville, PA | Aug 2019 - Jun 2022 | 2 |
| Ameriprise Financial Services, LLC | Mechanicsburg, PA | Jan 2021 - Mar 2022 | 1 |
| Power Train Sports & Fitness | Mechanicsburg, PA | Aug 2020 - Aug 2021 | 1 |
| Conrad Siegel Actuaries | Harrisburg, PA | Jun 2020 - Aug 2020 | < 1 |
| Vrai Restaurant | Lemoyne, PA | Feb 2016 - Feb 2020 | 4 |
| Millersville University | Millersville, PA | Aug 2018 - May 2019 | < 1 |
| Bishop Mcdevitt High School | Harrisburg, PA | Feb 2017 - May 2018 | 1 |
| Camp Hill School District | Camp Hill, PA | Aug 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- PA
-
Total Assets Under Management1,582MILLIONS
-
Total Number of Accounts3,697ACCOUNTS
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Average Account Value$427,817
- 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
- Pension consulting services
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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