Joseph Lazzaro is a CFP-designated registered investment advisor, based in Tampa, FL, with 20 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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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 involved with Centerbridge Planning Group in fixed insurance sales and is a member of Centerbridge Planning Group LLC. He also serves as a trustee for the Richard P. LaVoie Family Trust, dedicating minimal time to this activity.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 states
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