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Paul Campadonico

29 Years of Experience
Colts Neck, NJ
BrokerSells Insurance

Paul Campadonico is a registered investment advisor at Varbeco Wealth Management, LLC, based in Colts Neck, NJ, with 29 years of industry experience. Paul 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
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

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.

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Location

411 State Route 34 Ste 1, Building Iii, Ste 301, Colts Neck, NJ, 07722

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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

Paul sells non-variable insurance, dedicating about 10-20% of his time to this activity. He also operates Varbeco Wealth Management, LLC as a DBA for his LPL business and as a Registered Investment Advisor.

Employment History
Current Registrations
Varbeco Wealth Management, LLC
February 2003 - Present · 23 yrs 3 mos
LPL Financial LLC
June 2002 - Present · 23 yrs 11 mos
LPL Financial LLCBroker
January 2002 - Present · 24 yrs 4 mos
Previous Registrations
Pruco Securities CorporationBroker
January 1997 - February 2002 · 5 yrs 1 mo
State Registrations7 states
CAFLNCNJNYPAWA
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.