Joseph Silla (CRD# 5840635) is an Investment Advisor Representative working at Park Avenue Securities LLC in Costa Mesa, CA and has over 13 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Costa Mesa, CA | Sep 2022 - Current | 1 |
| Park Avenue Securities | Costa Mesa, CA | Sep 2022 - Current | 1 |
| Guardian Life Insurance Company | Irvine, CA | May 2021 - Sep 2022 | 1 |
| Park Avenue Securities | Irvine, CA | May 2021 - Sep 2022 | 1 |
| Guardian Life Insurance Company | Las Vegas, NV | Mar 2021 - May 2021 | < 1 |
| Park Avenue Securities | Las Vegas, NV | Mar 2021 - May 2021 | < 1 |
| Park Avenue Securities, LLC | New York, NY | Apr 2017 - Mar 2021 | 3 |
| Guardian Life Insurance Co Of America | Irvine, CA | Mar 2017 - Mar 2021 | 4 |
| Signature Resources Capital Management LLC | Irvine, CA | May 2013 - Feb 2017 | 3 |
| Mml Investors Services LLC | Irvine, CA | Nov 2014 - Jan 2017 | 2 |
| Massmutual Life Insurance Company | Irvine, CA | Oct 2014 - Jan 2017 | 2 |
| Signator Investors, Inc / Jhfn | Irvine, CA | Aug 2010 - Oct 2014 | 4 |
| Signature Resources, Insurance & Financial Services, Inc. | Irvine, CA | May 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- CA
- FL
- IN
- MD
- MO
- NV
- NM
- NC
- TX
- WA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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