Joe Malave is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joe is a part-time musical DJ and entertainer through ETU LLC, started in October 2023. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Transamerica Capital, INC.Broker
Usallianz Investor Services, LLCBroker
Aig Sunamerica Capital Services, INC.Broker
Pacific Select Distributors, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations36 states
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