Joseph Insinna, financial advisor Chesterfield MO

Joseph Insinna

CRD Number: 6388746
Current Firm: Larson Financial Group, LLC

Joseph Insinna (CRD# 6388746) is an Investment Advisor Representative working at Larson Financial Group, LLC in Chesterfield, MO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Larson Financial Group Chesterfield, MO May 2020 - Current 1
Larson Financial Securities, LLC Chesterfield, MO May 2020 - Current 1
Wells Fargo Clearing Services, LLC St. Louis, MO Jun 2018 - May 2020 1
Scottrade St. Louis, MO Jun 2015 - Mar 2018 2
Scottrade Cape Girardeau, MO Sep 2014 - Jun 2015 < 1
Hub Group St. Louis, MO May 2014 - Aug 2014 < 1
Orange Monkey Cape Girardeau, MO Mar 2013 - May 2014 1
Southeast Missouri State University Cape Girardeau, MO Aug 2012 - Mar 2013 < 1
Luxury Lawn And Landscape St. Louis, MO May 2012 - Aug 2012 < 1
Southeast Missouri State University Cape Girardeau, MO Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Joseph D. Insinna
Phone Number: 866.569.2450
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,204
    MILLIONS
  • Total Number of Accounts
    18,830
    ACCOUNTS
  • Average Account Value
    $117,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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