JH
JH

Joseph Horency

27 Years of Experience
Hostetter, PA
BrokerSells Insurance

Joseph Horency is a registered investment advisor at Cetera Investment Advisers LLC, based in Hostetter, PA, with 27 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

409 4th St, Hostetter, PA, 15638

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History

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.

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Other Business ActivitiesSells Insurance

Joseph operates as a financial professional under The Advisors, LLC, dedicating full-time hours to financial services. He also works as an insurance agent selling fixed insurance, including life insurance, with various companies, with varying hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
May 2021 - March 2024 · 2 yrs 10 mos
The Advisors LLC
July 2007 - September 2011 · 4 yrs 2 mos
LPL Financial LLCBroker
February 2006 - April 2021 · 15 yrs 2 mos
Janney Montgomery Scott LLCBroker
June 2005 - March 2006 · 9 mos
Janney Montgomery Scott LLC
June 2005 - March 2006 · 9 mos
Parker/hunter Incorporated
April 2005 - June 2005 · 2 mos
Parker/hunter IncorporatedBroker
July 2001 - June 2005 · 3 yrs 11 mos
Dean Witter Reynolds INC.Broker
March 1999 - March 2001 · 2 yrs
T. Rowe Price Investment Services, INC.Broker
June 1998 - March 1999 · 9 mos
State Registrations4 states
INPASCVA
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.
Joseph Horency - Financial Advisor | TrueAdvisor