Piccolo Investments

940.215.0101

  • Client Account Login
    • ORP & TSA Accounts
    • Morningstar
    • All Other Accounts
  • Home
  • About Us
  • Investments
  • Contact Us

Charles Schwab Link Disclosure

IMPORTANT NOTICE

Your are now leaving the “Piccolo Investment Consulting, LLC” website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with “Piccolo Investment Consulting, LLC” or any advisor(s) whose name(s) appear(s) on this website. “Piccolo Investment Consulting, LLC” is independently owned and operated. Schwab neither endorses nor recommends “Piccolo Investment Consulting, LLC”, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Piccolo Investment Consulting, LLC”,  under which Schwab provides “Piccolo Investment Consulting, LLC” with services related to your account. Schwab does not review the “Piccolo Investment Consulting, LLC” website, and makes no representation regarding information contained in the “Piccolo Investment Consulting, LLC” website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Continue
Cancel

Contact Us Today

940.215.0101 Office
844.283.5773 Toll Free
940.367.4014 Mobile
940.205.4150 Fax
700 Londonderry Ln.
Suite 400
Denton, TX 76205

Upcoming Events

Denton County Courthouse on the Square

Looking For Investment Information?

Click Here
Morningstar Investment Glossary

About David Piccolo

David Piccolo, managing member of Piccolo Investment Consulting, LLC and an investment advisor … [Read More...]

Copyright © 2023 · Disclosure · Disclaimer · Privacy Statement

• • •

Piccolo Investments Consulting, LLC is a registered investment adviser representative in the State of Texas. The adviser representative may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

• • •