Wsa Affiliates, LLC

Wsa Affiliates, LLC (CRD# 144108) is a financial advisory firm headquartered in Dallas, TX. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY, OK, TX

Financial Advisors at Wsa Affiliates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Candace Cuniberti
CRD#: 4835062
Salisbury, CT
93
Wealthminder
score

Candace Cuniberti (CRD# 4835062) is an Investment Advisor Representative working at Wsa Affiliates, LLC in Salisbury, CT and has over 11 years of experience in the finance industry. Candace Cuniberti 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.

2
Paul A. Heemann
CRD#: 2395383
10000 N. Central Expy, Suite 1350, Dallas, TX 75231
93
Wealthminder
score

Paul Heemann (CRD# 2395383) is an Investment Advisor Representative working at Wsa Affiliates, LLC in Dallas, TX and has over 23 years of experience in the finance industry.

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