Joseph ManfrediCRD Number: 1882511
Current Firm: Baltimore-washington Financial Advisors
Joseph Manfredi (CRD# 1882511) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 29 years of experience in the finance industry.
Blue Ocean Global Wealth
David Wealth Management, LLC
Commonwealth Financial Network
|Baltimore-washington Financial Advisors, Inc.||Columbia, MD||Jun 2015 - Current||2|
|Wells Fargo Advisors LLC||Richmond, VA||Aug 2009 - May 2015||5|
|Ubs Financial Services Inc.||Butte, MT||Aug 2006 - Aug 2009||3|
|U.s. Bancorp Piper Jaffray||Minneapolis, MN||Oct 2001 - Aug 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management590MILLIONS
Total Number of Accounts501ACCOUNTS
Average Account Value$1,177,575
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, DC, DE, FL, IL, MD, NC, NH, OH, PA, SC, TX, VA
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