Joseph Zappia (CRD# 6709563) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Dubois, PA and has over 7 years of experience in the finance industry.
CRD# 2093361
Ameriprise Financial Services, LLC
CRD# 4822754
Securities America Advisors, Inc.
CRD# 5850600
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Venn Financial Solutions | Dubois, PA | Nov 2016 - Current | 7 |
| Venn Wealth & Benefit Services | Altoona, PA | Sep 2016 - Current | 7 |
| Zappia Insurance | Dubois, PA | Oct 2005 - Current | 18 |
| Zappia Multi-media | Dubois, PA | May 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- PA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts153ACCOUNTS
-
Average Account Value$145,141
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
PA
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