Joseph Bonfiglio (CRD# 2250944) is an Investment Advisor Representative working at Avantax Advisory Services in Holmdel, NJ and has over 31 years of experience in the finance industry. Joseph Bonfiglio 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# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joe Bonfiglio | Holmdel, NJ | Jan 2000 - Current | 24 |
| Avantax Insurance Agency, LLC | Holmdel, NJ | Sep 1997 - Current | 26 |
| Avantax Advisory Services | Holmdel, NJ | Mar 1995 - Current | 29 |
| Joe Bonfiglio, Cfp | Holmdel, NJ | Sep 1993 - Current | 30 |
| Avantax Investment Services, Inc. | Holmdel, NJ | Jun 1992 - Current | 31 |
| Fairleigh Dickinson University | Madison, NJ | Mar 2007 - Jan 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
- NJ
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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