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Joseph Celestino

30 Years of Experience
Houston, TX
Broker

Joseph Celestino is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 30 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

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
September 2006 - February 2013 · 6 yrs 5 mos
Morgan Keegan & Company, INC.
September 2006 - February 2013 · 6 yrs 5 mos
UBS Financial Services INC.
February 1996 - September 2006 · 10 yrs 7 mos
UBS Financial Services INC.Broker
February 1996 - September 2006 · 10 yrs 7 mos
Painewebber IncorporatedBroker
October 1995 - December 1995 · 2 mos
Oppenheimer & CO., INC.Broker
March 1995 - October 1995 · 7 mos
State Registrations30 states
ALARAZCACOCTDCDEFLGALAMAMIMOMSNCNJNMNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.