Joseph Palumbo
Joseph Palumbo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Glen Burnie, MD, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
802 Landmark Dr., Suite 111, Glen Burnie, MD, 21061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is involved in various business activities, including selling equity indexed annuities through Avantax Insurance Agency LLC, serving as Vice President and part owner of CR Inc., and owning Joseph J. Palumbo CPA for tax preparation/accounting. He also dedicates nearly full-time hours to Rowhouse Financial Partners for tax, accounting, and financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations24 states
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