James M Luongo- Financial Advisor Palm City, FL

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About James M Luongo

Everyone's dreams and circumstances are unique. With over 30 years of industry experience, we have been able to develop a comprehensive process to uncover and address your dreams and concerns. A successful partnership means getting to know you first and working together to create a financial roadmap to help you pursue your goals.

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General Information

Firm Start Year

1989

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Science - Business Administration

Monmouth University
09/04/1984 -05/22/1988

Chartered Life Underwriter (CLU) -

The American College
11/1/1993 -5/1/1999

Chartered Financial Consultant (ChFC) -

The American College
10/1/2009 -6/1/2010

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC. For a list of states in which I am/we are registered to do business, please visit www.luongowealthmanagment.com

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Paladin Research Report For:

James M Luongo

Luongo Wealth Management