John C. Papandrea

DOMINION WEALTH ADVISORS

Manasquan, NJ

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CRD#: 5691537

Professional summary

John C. Papandrea, who also goes by John C Papandrea, is a registered financial advisor currently at DOMINION WEALTH ADVISORS, LLC located in Manasquan, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John C Papandrea

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DOMINION FINANCIAL CONSULTANTS~'NIR'~29 WILLOW WAY~ ~MANASQUAN~NJ~08736~TAX PREPARATION/ACCOUNTING~TAX PREPARATION/ACCOUNTING~1/2004~160HRS~7HRS~CPA AND FINANCIAL FIRM,TAX,ACCT,ANDCONSULTANT~~H.D.VEST INSURANCE~'NIR'~6333 N STATE HIGHWAY 161~SUITE 400~IRVING~TX~75038~INDEPENDENT INSURANCE AGENT~INSURANCE SALES AGENT~8/2009~5HRS~1HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John C. Papandrea's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 6, 2011 - Present

DOMINION WEALTH ADVISORS, LLC

RIA

CRD#: 158992

Manasquan, NJ

Past

August 16, 2010 - September 2, 2011

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

MANASQUAN, NJ

Past

October 26, 2009 - September 2, 2011

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

MANASQUAN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/6/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/15/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/23/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 8/13/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DOMINION WEALTH ADVISORS, LLC

CRD#: 158992 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/6/2011 Approved)

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Contact information

Main Address

Manasquan, NJ

Mailing Address

Phone number

(732) 528-6014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John C. Papandrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John C. Papandrea's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOMINION WEALTH ADVISORS, LLC

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/2010

Series 65

Date: 10/23/2009

Series 6

Date: 8/13/2010

Current Firm

DOMINION WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

DOMINION WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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