Joseph Azzara
Joseph Azzara is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 Second Avenue, Suite D-300, Collegeville, PA, 19426
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Joseph owns 100% of Azzara Wealth Management, LLC, dedicating nearly full-time hours to the firm. He also works as a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week providing insurance solutions.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations24 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.