Joseph Campisi (CRD# 2144087) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fairview Village, PA and has over 32 years of experience in the finance industry. Joseph Campisi 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.
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Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Fairview Village, PA | Dec 2019 - Current | 4 |
| Securities America Advisors | Fairview Village, PA | Dec 2019 - Current | 4 |
| Campisi & Campisi, Inc. | Fairview Village, PA | Jan 1991 - Current | 33 |
| H.beck Inc. | Rockville, MD | Jul 2002 - Dec 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
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