Joseph Lanza (CRD# 7306987) is an Investment Advisor Representative working at Retirement Wealth Advisors, LLC in Cape Coral, FL and has over 3 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Wealth Advisors, LLC | Cape Coral, FL | Oct 2020 - Current | 3 |
| Retirement Wealth Advisors, LLC | Cape Coral, FL | Apr 2018 - Current | 6 |
| Student | Cape Coral, FL | Jan 2010 - Current | 14 |
| Bonefish Grill | Cape Coral, FL | Apr 2019 - Aug 2019 | < 1 |
| Fathoms Restaurant | Cape Coral, FL | Aug 2018 - Dec 2018 | < 1 |
| Palmetto Pines Country Club | Cape Coral, FL | Oct 2016 - Mar 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- FL
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, TX
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