JF
CFP
JF
CFP

Joseph Fanucchi

22 Years of Experience
Livermore, CA
Broker

Joseph Fanucchi is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Livermore, CA, with 22 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
Loading...

Location

2300 First Street STE 350, Livermore, CA, 94550

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Joseph operates under the DBA GBA Wealth Group as a financial advisor, providing financial services since 2019. This activity takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2006 - June 2023 · 17 yrs 1 mo
Talbot Financial Services, INC.Broker
January 2004 - December 2004 · 11 mos
State Registrations27 states
AKALAZCACOCTFLHIIDILMAMIMNMOMTNMNVOHORPASCTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors