Joseph Lucchino
Joseph Lucchino is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Natrona Heights, PA, with 43 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
2318 Freeport Road, Suite 100, Natrona Heights, PA, 15065
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business ActivitiesSells Insurance
Joseph is appointed with various outside insurance carriers and sells health insurance through Fortis Insurance Company, dedicating minimal time to this. He also operates under the DBA Lucchino Insurance & Financial Group to sell New York Life products and broker non-registered insurance products, and owns Harvard Properties, LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Hackett Associates, INC.Broker
Managed Investments, INC.Broker
New York Life Variable Contracts CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.