Joseph Candela
Joseph Candela is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Marco Island, FL, with 29 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
Marco Island, FL
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2013Customer Dispute
February 2008Customer Dispute
September 1998Customer Dispute
June 1998Other Business Activities
Joseph owns another business, dedicating a few hours per week to it. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
First Colonial Securities Group, INC.Broker
Taj Global Equities, INC.Broker
Sovereign Equity Management CORP.Broker
Lt Lawrence & CO., INC.Broker
State Registrations26 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.
Exams
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