Joseph Del Principe
CRD Number: 6469264Current Firm: Del Principe O'brien Financial Advisors
Compensation Model: Fee Only
Joseph Del Principe (CRD# 6469264) is the Founder of the Independent Investment Advisory Firm Del Principe | O’Brien Financial Advisors, LLC (D|O). D|O provides investment advisory, financial planning, and portfolio design services to private individuals, high net worth individuals, not-for-profit entities, pension trusts, trusts, estates, charitable organizations, and business entities utilizing separate accounts. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Del Principe | O’Brien Financial Advisors is a limited liability company formed in the State of Indiana. The firm is owned by Joseph Del Principe while based out of Carmel, IN.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Del Principe And Allie Cpa's | Rensselaer, IN | Jan 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- IN
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Total Assets Under Management20MILLIONS
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Total Number of Accounts100ACCOUNTS
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Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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