Joseph Rosol, financial advisor Beverly Hills CA
93 score

Joseph Rosol

CRD Number: 6027352
Current Firm: Acacia Wealth Advisors, LLC

Joseph Rosol (CRD# 6027352) is an Investment Advisor Representative working at Acacia Wealth Advisors, LLC in Beverly Hills, CA and has over 4 years of experience in the finance industry. Joseph Rosol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hightower Advisors, LLC Beverly Hills, CA Jul 2016 - Current < 1
Acacia Wealth Advisors Beverly Hills, CA Mar 2012 - Current 4
Acacia Wealth Advisors, LLC Beverly Hills, CA Oct 2007 - Mar 2012 4
Ohio Attorney General's Office Toledo, OH Jul 2005 - Sep 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Joseph L. Rosol
Phone Number: 310-246-0560
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    509
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $4,209,034
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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