Joseph Cassella, financial advisor Frederick MD

Joseph Cassella

CRD Number: 4486327
Current Firm: Primerica Advisors
Compensation Model: Both

Joseph Cassella (CRD# 4486327) is an Investment Advisor Representative working at Primerica Advisors in Frederick, MD and has over 20 years of experience in the finance industry.

 

Every life event includes a financial decision, and we understand how stressful making those decisions can be. We all want to make good choices that gives us peace of mind and avoid making bad ones that have negative consequences for years to come. We guide people to make good financial choices, which results in a more successful journey.

Similar Advisors
Basil Herzstein, financial advisor Frederick MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Frederick MD

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Erik Rinehold, financial advisor Frederick MD
Erik R. Rinehold
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Pfs Investments, Inc. Frederick, MD Mar 2011 - Current 13
Primerica Fin Srvs Frederick, MD Jun 2001 - Current 22
Carl J Cassella Hasbrouck Heights, NJ Aug 2010 - Sep 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Joseph J. Cassella
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Joseph Cassella and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.