Joseph Cecco is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Exton, PA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

155 E. Swedesford Road, Exton, PA, 19341

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph works as a notary, dedicating minimal time to this activity. He also works as a financial advisor for Fulton Bank and Fulton Financial Advisors, dedicating about half his time to Fulton Bank and over half his time to Fulton Financial Advisors.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - January 2023 · 6 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - January 2023 · 6 yrs 4 mos
Hornor, Townsend & Kent, INC.Broker
August 2009 - October 2010 · 1 yr 2 mos
State Registrations11 states
CTDEFLGAIDILMDNJPASCVA
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.
Joseph Cecco - Financial Advisor | TrueAdvisor