Vasso Laforest is a registered investment advisor, based in Plattsburgh, NY, with 29 years of industry experience.
Location
742 State Route 3, Plattsburgh, NY, 12901
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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.
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Vasso is involved in several business activities, including serving as an elected official on the Zoning Board of Appeals, managing rental properties, running a tax preparation/accounting business (First Financial Services), creating lead generation websites, and operating multiple real estate brokerages. Vasso also dedicates full-time hours to accounting and tax services as a CPA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
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