Panfilo Costantini (CRD# 3204176) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Woodside, CA and has over 24 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 | El Segundo, CA | Mar 2021 - Current | 3 |
| Sageview Advisory Group, LLC | Irvine, CA | Nov 2020 - Current | 3 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Jul 2018 - Nov 2020 | 2 |
| Pensionmark Securities, LLC | Santa Barbara, CA | Jul 2018 - Nov 2020 | 2 |
| Sequoia Consulting Group | San Mateo, CA | Dec 2013 - Nov 2020 | 6 |
| Global Retirement Partners, LLC | San Rafael, CA | Jan 2017 - Jun 2018 | 1 |
| Lpl Financial, LLC | San Mateo, CA | Oct 2014 - Jun 2018 | 3 |
| Financial Telesis Inc. | San Rafael, CA | Apr 2014 - Oct 2014 | < 1 |
| Sequoia Benefits | San Mateo, CA | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- 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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