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Ii Dennis Yacobozzi

UNITED AMERICAN CAPITAL CORP·WORTHINGTON, Ohio
Clean recordUNITED AMERICAN CAPITAL CORP
75 E WILSON BRIDGE ROAD, WORTHINGTON, OH 43085CRD# 5493738Firm CRD# 107397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ii Dennis Yacobozzi · WORTHINGTON, OH
Registration
CRD #5493738 · UNITED AMERICAN CAPITAL CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ii Dennis Yacobozzi is a registered financial advisor based in WORTHINGTON, Ohio, affiliated with UNITED AMERICAN CAPITAL CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
UNITED AMERICAN CAPITAL CORP
UNITED AMERICAN CAPITAL CORP
AUM
$5.1B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at UNITED AMERICAN CAPITAL CORP →
Services
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5493738
Firm CRD# 107397
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ii Dennis Yacobozzi offer?
Ii Dennis Yacobozzi specializes in Wealth Management. Contact their office in WORTHINGTON, Ohio for a consultation.
What are Ii Dennis Yacobozzi's credentials?
Ii Dennis Yacobozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ii Dennis Yacobozzi located?
Ii Dennis Yacobozzi is based in WORTHINGTON, Ohio, working with UNITED AMERICAN CAPITAL CORP. Their office serves clients in the WORTHINGTON metropolitan area and surrounding communities.
How does Ii Dennis Yacobozzi charge for services?
Ii Dennis Yacobozzi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED AMERICAN CAPITAL CORP?
UNITED AMERICAN CAPITAL CORP has approximately 7 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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