Joseph InsinnaCRD 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.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|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|
Total Assets Under Management2,204MILLIONS
Total Number of Accounts18,830ACCOUNTS
Average Account Value$117,063
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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