Joseph Prisco is a CFP-designated registered investment advisor, based in Covington, LA, with 20 years of industry experience.
Location
212 Park Place, Covington, LA, 70433
Get directionsHistory
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 the CEO/CCO of Advocacy Financial, dedicating full-time hours to financial planning and asset management. He is also a licensed insurance producer and involved with PKS Financial, allowing him to provide insurance solutions, and spends about a quarter of his time practicing law at Equitable Advocacy LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Advocacy Financial LLC
Previous Registrations
Securities America, INC.Broker
Beam Asset Management, LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.