Joseph Stella (CRD# 6372577) is an Investment Advisor Representative working at Presidio Capital Management, LLC in Ladera Ranch, CA and has over 8 years of experience in the finance industry. Joseph Stella 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Presidio Capital Management, LLC | San Diego, CA | Jan 2020 - Current | 4 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Nov 2021 | 1 |
| First Allied Securities, Inc. | San Diego, CA | Mar 2016 - Nov 2021 | 5 |
| First Allied Advisory Services, Inc. | San Diego, CA | Oct 2016 - Nov 2020 | 4 |
| Gould Asset Management LLC | Claremont, CA | Feb 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2016 |
- CA
- TX
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts808ACCOUNTS
-
Average Account Value$356,577
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX
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