Joseph Cilley is a CFP-designated registered investment advisor, based in Tacoma, WA, with 25 years of industry experience.
Location
1919 N Pearl Street, Suite B-2, Tacoma, WA, 98406
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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 an Investment Advisor Representative (IAR) with Merit Financial Group, dedicating full-time hours to serving clients. He also works as an agent selling fixed/traditional insurance products for a few hours per week, and is a board member for a non-profit water company, dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Triad Investment Management
LPL Financial LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.Broker
Financial Network Investment CorporationBroker
State Registrations8 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.