David Vargo
David Vargo is a CFP-designated registered investment advisor at Varbeco Wealth Management, LLC, based in Colts Neck, NJ, with 36 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Varbeco Wealth Management itself does not offer investment management services. However, certain supervised persons may offer investment management services through LPL Financial. Clients can engage these supervised persons to render securities brokerage services under a commission arrangement.
Location
411 State Route 34 Ste 1, Building Iii, Ste 301, Colts Neck, NJ, 07722
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is associated with Varbeco Wealth Management, LLC as a Registered Investment Advisor DBA since 2001. He also sells long-term care insurance and spends minimal time as a member of his wife's flower farm LLC.
Employment History
Current Registrations
Varbeco Wealth Management, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations19 states
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.