Anthony Zaccagnino (CRD# 2299103) is an Investment Advisor Representative working at Caldwell Investment Services LLC in Caldwell, TX and has over 31 years of experience in the finance industry.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caldwell Investment Services, LLC | Caldwell, TX | Oct 2021 - Current | 2 |
| Retired Us State Department | Washington, DC | May 2020 - Current | 3 |
| Us State Department | Washington, DC | Oct 2006 - Apr 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts1ACCOUNTS
-
Average Account Value$35,000
- 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
TX
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