JL
JL

Joseph J Larocca

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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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.

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Other Business ActivitiesSells Insurance

Joseph works as an insurance agent at CPR Financial Group LLC, dedicating about 10% of his time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Cpr Investments INC
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Hbw Advisory Services LLC
December 2011 - November 2015 · 3 yrs 11 mos
State Registrations3 states
FLMITX
Advisor
Exams
No exam information available for this advisor.