Joanne Sardella
Joanne Sardella is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4733 N Highway A1A, Suite 303, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joanne is an independent contractor and branch manager/financial advisor at Vero Beach Wealth Management since 2018. This takes about half of Joanne's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Fidelity Distributors CorporationBroker
State Registrations17 states
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