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Ed Buccellato

No Current Employment Listed

Woodland Hills

CA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
    • -Other Pension Consulting
  • Accounting & Tax
    • -Tax Advice

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Transamerica Financial Advisors, Inc 7 years, 11 months Jan 2012 - Present
Us Financial 3 months Dec 2007 - Mar 2008
Investment Advisors International, Inc. 4 years, 9 months Apr 2007 - Jan 2012
WGS 5 years, 7 months Jun 2006 - Jan 2012
Multi-Million Dollar Consulting Inc 1 year, 7 months Jun 2006 - Jan 2008
Premier Mortgage Funding Inc 1 year, 6 months Jun 2006 - Dec 2007
WFG 13 years, 9 months Mar 2006 - Present
Advanced Biotherapy, Inc. 6 years, 7 months Jan 2000 - Aug 2006
Buccellato & Associates, Inc., CPA's 25 years, 8 months Apr 1994 - Present

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.

Articles and Answers

Insights by Edmond Buccellato

Save Now or Save Later
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    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      May 6, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      May 22, 2015
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Assets

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    Fees

    Types of Compensation Arrangements