Joseph Larocque is a registered investment advisor at Larocque Financial Group, LLC, based in Baltimore, MD, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 8 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph serves as an Independent Non Executive Director for Columbia Threadneedle Luxembourg Fund Ranges and as Board Chair and Independent Non Executive Director for Franklin Templeton Irish Fund Ranges. These roles involve governance and oversight of the fund ranges and take minimal time.
Employment History
Current Registrations
Larocque Financial Group, LLC
State Registrations1 state
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