Joseph Battaglini is a CFP-designated registered investment advisor, based in Austin, TX, with 26 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the CEO of Battaglini & Co and Joseph D. Battaglini CPA, focusing on tax, accounting, and investment-related activities, dedicating full-time hours to the latter. He is also a General Partner in AKCREP, LP (real estate) and provides investment advisory services through Kestra Advisory Services LLC, spending about half his time on this.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations17 states
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