Joseph Osullivan is a registered investment advisor, based in New Orleans, LA, with 28 years of industry experience.
Location
New Orleans, LA
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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 a financial advisor at Beam Wealth Advisors, dedicating full-time hours to providing financial advice and selling investments. He also works as an agent selling fixed insurance products and owns rental property, each requiring minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Beam Wealth Advisors, INC.
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
Mutual Service CorporationBroker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Allmerica Investments, INC.Broker
State Registrations2 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.