Joseph Digangi (CRD# 1146198) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Easton, PA and has over 31 years of experience in the finance industry. Joseph Digangi 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# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nextphase Community, LLC | Easton, PA | May 2022 - Current | 1 |
| Amicus Financial Advisors, LLC | Easton, PA | Jan 2020 - Current | 4 |
| Elana Franchise Group | Easton, PA | Sep 2013 - Current | 10 |
| Elana General Insurance, LLC | Easton, PA | Aug 2013 - Current | 10 |
| Elana Advisory Services, LLC | Easton, PA | Aug 2013 - Current | 10 |
| Elana System & Services, LLC | Easton, PA | Aug 2013 - Current | 10 |
| Elana Advanced Planning, Inc. | Easton, PA | Feb 2012 - Current | 12 |
| Elite Financial & Settlement Consulting, Inc. | Easton, PA | Jan 2010 - Current | 14 |
| Elana Advisory Services, LLC | Easton, PA | Jan 2015 - Dec 2019 | 4 |
| Gradient Securities, LLC | Arden Hills, MN | Aug 2013 - Dec 2014 | 1 |
| Gradient Advisors, LLC | Arden Hills, MN | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
- PA
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Total Assets Under Management439MILLIONS
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Total Number of Accounts1,359ACCOUNTS
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Average Account Value$322,885
- 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
CA, CO, NM, PA, TX, UT, WI
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