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Milissa Lyne Agnello

AGNELLO FINANCIAL GROUP, INC.·WEST PALM BEACH, Florida
AGNELLO FINANCIAL GROUP, INC.
712 NORTH OLIVE AVENUE, WEST PALM BEACH, FL 33401-4015CRD# 5210619Firm CRD# 141522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Milissa Lyne Agnello · WEST PALM BEACH, FL
Registration
CRD #5210619 · AGNELLO FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Milissa Lyne Agnello is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with AGNELLO FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AGNELLO FINANCIAL GROUP, INC.
AGNELLO FINANCIAL GROUP, INC.
AUM
$281M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AGNELLO FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5210619
Firm CRD# 141522
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Milissa Lyne Agnello offer?
Milissa Lyne Agnello specializes in Financial Planning, Investment Management. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Milissa Lyne Agnello's credentials?
Milissa Lyne Agnello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Milissa Lyne Agnello located?
Milissa Lyne Agnello is based in WEST PALM BEACH, Florida, working with AGNELLO FINANCIAL GROUP, INC.. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Milissa Lyne Agnello charge for services?
Milissa Lyne Agnello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGNELLO FINANCIAL GROUP, INC.?
AGNELLO FINANCIAL GROUP, INC. has approximately 5 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGNELLO FINANCIAL GROUP, INC.

Michael Henry Agnello
WEST PALM BEACH, FL
CFP

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