Joseph Borgese
Joseph Borgese is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Gilbertsville, PA, with 34 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1723 Swamp Pike, Gilbertsville, PA, 19525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an owner and investment manager at Contour Wealth Management LLC, where he manages client accounts and provides investment advice, dedicating full-time hours. He also works as an insurance agent selling life, disability, annuities, and long-term care products, spending minimal time on this activity, and owns a tax preparation and filing business, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Allianz Life Financial Services, LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Marine Midland Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Bhcm INC.Broker
Gna Securities, INC.Broker
Essex National Securities, INC.Broker
Independent Financial Securities, INC.Broker
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations22 states
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