How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Charles

ADVISOR PROFILE

1)COMMONWEALTH FINANCIAL GROUP LLC, PENFIELD, NY, REAL ESTATE, OWNER, NON-INVESTMENT RELATED, RENTAL PROPERTIES LOCATED @ 1633 EMPIRE BLVD, WEBSTER, NY, RECEIVE RENTAL INCOME. 2) INSURANCE SALES, AGENT, LESS THAN 10% OF TIME DEVOTED TO ACTIVITY, SELL LIFE, ACCIDENT AND ANNUITIES WITH VARIOUS COMPANIES. 3) THE MONEY DOCTORS ON 1180 WHAM RADIO, HOST, INVESTMENT RELATED, SUNDAY MORNINGS AT 7AM. 4) Monydoc Inc., Webster, NY, President since 9/11/17, Investment Related, formation of S Corp. 85% owner. 5) Ckena Properties LLC, 5 Valewood Run, Penfield, NY, owner, various rental properties, 1 hour per month. 6) Trustee for the Roxie Mitchell Trust FBO Wesley Donald Meadows & Sandra Ocque Meadows, testamentary trust (address n/a), since 5/19/2011.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Charles Joseph Larocco JR

Experience: 36 years / 12 firms

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