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.

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ADVISOR PROFILE

Services Offered
Tax Planning
Estate Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planning

1) SOUND FINANCIAL SERVICES; INV REL; ORANGE, CA; TAX PREPARATION/BOKKEEPING PRACTICE; OWNER; START DATE 12/1/2011; JAN-APR 250 HRS/MTHM MAY - DECEMEBER 170 HRS/MTH 120 HRS DURING SECURITIES TRADING HRS: 2) RENTAL PROPERTY; NOT INV REL; ORANGE, CA; LANDLORD; START DATE 9/15/11; 3 HRS/MTH, 1 DURING SECURITIES TRADING HRS: 3) CRAIG ATTANASIO; ORANGE, CA; NOT INV REL; COLLECT LIFE AND LTC INSURANCE RENEWALS FROM TRANSAMERICA AND GENWORTH: 4) AMERIESTATE LEGAL PLAN, INC; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; ESTATE PLANNING AND ASSET PROTECTION PLANNING; START 5/2015; 3 HOURS/WEEK DURING SECURITIES TRADING HOURS; INDEPENDENT AGENT FOR LEGAL PLAN PROVIDER THAT SPECIALIZES IN THE PREPARATION OF WILLS AND TRUSTS.

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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Craig Joseph Attanasio

Experience: 32 years / 8 firms

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