Joseph Petruso
Joseph Petruso is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30 South George Street, York, PA, 17401
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Joseph works for Fulton Financial Advisors, Fulton Financial Corporation, Specific Solution, and Fulton Bank, all in York, PA. He dedicates about half his time or more to each of these roles, which include sales and investment-related activities; he is also a non-variable insurance agent.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
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