Luciano Costantini (CRD# 2254327) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Woodside, CA and has over 31 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2021 - Current | 3 |
| Sageview Advisory Group | Woodside, CA | Nov 2020 - Current | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Feb 2024 | < 1 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Jun 2018 - Nov 2020 | 2 |
| Pensionmark Securities, LLC | Santa Barbara, CA | Jun 2018 - Nov 2020 | 2 |
| Global Retirement Partners | San Rafael, CA | Sep 2014 - Jul 2018 | 3 |
| Lpl Financial, LLC | San Mateo, CA | Oct 2014 - Jun 2018 | 3 |
| Financial Telesis Inc. | San Rafael, CA | Jul 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- CA
-
Total Assets Under Management202,573MILLIONS
-
Total Number of Accounts34,543ACCOUNTS
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Average Account Value$5,864,386
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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