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Albert Dagostino

36 Years of Experience
BrokerSells Insurance

Albert Dagostino is a registered investment advisor, based in Mechanicsburg, PA, with 36 years of industry experience.

Location

5006 Trindle Road, Ste. 102, Mechanicsburg, PA, 17050

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Albert is an independent insurance agent since 1988, selling disability, fixed annuities, life/accident/health, and long-term care products, dedicating minimal time. He is also an investment advisor representative at Vicus Capital, Inc. since 2001, spending minimal time during trading hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Vicus Capital, INC.
January 2005 - Present · 21 yrs 3 mos
Previous Registrations
Walnut Street Securities, INC.Broker
November 2001 - September 2013 · 11 yrs 10 mos
1717 Capital Management CompanyBroker
April 1989 - November 2001 · 12 yrs 7 mos
State Registrations6 states
DEFLMDPASCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Albert Dagostino - Financial Advisor | TrueAdvisor