JL
JL
Joseph Latino
24 Years of Experience
El Segundo, CA
Broker
Joseph Latino is a registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 24 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
2301 Rosecrans Ave #5100, El Segundo, CA, 90245
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
May 2013 - Present · 13 yrs
Cetera Wealth Services, LLCBroker
May 2013 - Present · 13 yrs
Previous Registrations
Cetera Financial Specialists LLCBroker
September 2017 - October 2017 · 1 mo
Cetera Advisor Networks LLC
August 2013 - June 2023 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - August 2012 · 10 mos
Citigroup Global Markets INC.Broker
December 2007 - October 2010 · 2 yrs 10 mos
Banc of America Investment Services, INC.Broker
July 1999 - January 2006 · 6 yrs 6 mos
Ba Investment Services, INC.Broker
July 1997 - July 1999 · 2 yrs
State Registrations1 state
CA
AdvisorBrokerBoth
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
No exam information available for this advisor.