Paul Tamagni has been an investment adviser representative at Northeast Planning Associates since March 2020, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Paul Tamagni’s longest registration is the current one, 8 years at LPL Financial LLC since 2018. Before joining Northeast Planning Associates in 2020, Paul Tamagni was registered through The Patriot Financial Group, LLC.
- – present · 6 yearsMilford, MA · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 8 yearsMilford, MA · Adviser representative · Firm CRD 6413
- The Patriot Financial Group, LLC– · 2 yearsMilford, MA · Adviser representative · Firm CRD 172470
Investment adviser representative registrations
Paul Tamagni is registered as an investment adviser representative in Massachusetts, since June 2018.
- MassachusettsSince 28 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 July 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 December 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4606000
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 53 DILLA STREET, Milford, MA 01757
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Paul Tamagni work?
Paul Tamagni is an investment adviser representative registered through Northeast Planning Associates, Inc. since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Paul Tamagni a financial advisor?
Yes. Paul Tamagni has a current investment-adviser registration in Massachusetts, through Northeast Planning Associates since March 2020.
How many years of experience does Paul Tamagni have?
Paul Tamagni has 23 years in the financial industry, since December 2002, across 3 adviser firms.
What exams has Paul Tamagni passed?
Paul Tamagni has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in December 2002. FINRA credited Paul Tamagni with the SIE, which began in October 2018.
Where did Paul Tamagni work before Northeast Planning Associates?
Before Northeast Planning Associates, Paul Tamagni was registered through The Patriot Financial Group, LLC, December 2015 to June 2018.
Where is Paul Tamagni based?
Paul Tamagni’s registered office is in Milford, MA.
Is Paul Tamagni registered with FINRA?
Yes. Paul Tamagni has a current broker registration, under CRD 4606000.
Source: FINRA BrokerCheck
How can I verify Paul Tamagni’s record?
Search CRD 4606000 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Tamagni’s full registration record.
