JV
JV

Joseph Vinci

22 Years of Experience
St. Petersburg, FL
Broker

Joseph Vinci is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2019 - Present · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
September 2016 - December 2018 · 2 yrs 3 mos
Deutsche Bank Securities INC.
July 2008 - September 2016 · 8 yrs 2 mos
Deutsche Bank Securities INC.Broker
December 2006 - September 2016 · 9 yrs 9 mos
UBS Financial Services INC.
February 2004 - December 2006 · 2 yrs 10 mos
UBS Financial Services INC.Broker
May 2003 - December 2006 · 3 yrs 7 mos
State Registrations3 states
FLMDNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.