Joseph Lantz
Joseph Lantz is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pittsburgh, PA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a board member and finance/investment committee member for Achieva Family Trust, dedicating a few hours per week. He also works as a financial advisor with Shorebridge Wealth Management, taking about half of his time, and serves on the investment committee for United Way of Southwestern PA, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Yanni, Bilkey Investment Consulting CompanyBroker
State Registrations2 states
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