Joseph Accardo (CRD# 2649153) is an Investment Advisor Representative working at Afh Asset Management, Inc. in Beverly Hills, CA and has over 28 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Beverly Hills, CA | Sep 2023 - Current | < 1 |
| Afh Asset Management, Inc. | Beverly Hills, CA | Oct 2004 - Current | 19 |
| Sagepoint Financial, Inc. | Beverly Hills, CA | Jan 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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