Joseph Cannova
Joseph Cannova is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Toms River, NJ, with 30 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
1130 Hooper Ave, Toms River, NJ, 08753
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an agent for Avantax Insurance Agency LLC since 1995, potentially selling various annuity and insurance products, dedicating a few hours per week. He also owns Joseph A. Cannova, CPA CFP, his financial planning and accounting practice, which takes nearly all of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations18 states
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