Joseph Demarco (CRD# 6895583) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Frankfort, IL and has over 6 years of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | Jul 2021 - Current | 2 |
| Elevate Cpa Group | Frankfort, IL | Dec 2020 - Current | 3 |
| Demarco Sciaccotta Wilkens & Dunleavy, LLP | Frankfort, IL | Feb 2004 - Current | 20 |
| Forum Financial Management, LP | Lombard, IL | Dec 2017 - Jul 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- IL
- TX
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- 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
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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