Dave Iannone (CRD# 1636164) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fort Myers, FL and has over 37 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iannone Real Estate Exchange LLC | Fort Myers, FL | Jun 2018 - Current | 6 |
| Sellstate Maximum Perfomance Realty | Bonita Springs, FL | May 2018 - Current | 6 |
| Iannone Insurance | Fort Myers, FL | Aug 2015 - Current | 8 |
| Flagler Insurance Agency Inc. | Fort Myers, FL | Aug 2015 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Fort Myers, FL | Feb 2014 - Current | 10 |
| World Financial Group, Inc. | Fort Myers, FL | Jan 2014 - Current | 10 |
| Pinnacle Equity LLC | Cape Coral, FL | Dec 2014 - May 2018 | 3 |
| Modestino Beverages LLC | Fort Myers, FL | Jun 2014 - Apr 2017 | 2 |
| David Anthony Insurance | Fort Myers, FL | Jan 1992 - Aug 2015 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- FL
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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