Joseph Falzone
Joseph Falzone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, 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
4733 N Highway A1A, Suite 303, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a volunteer member of the Financial Advisory Subcommittee for the Indian River Lagoon National Estuary Program, dedicating a few hours per week. He also works as a financial advisor for Vero Beach Wealth Management, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations9 states
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