Joseph Fischetti (CRD# 2748841) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 27 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Kensington, MD | Oct 2017 - Current | 6 |
| Regulus, LLC | Kentwood, MI | Aug 2015 - Current | 8 |
| Delta Financial Advisors, Inc. | Kensington, MD | Apr 1996 - Current | 28 |
| American Portfolios Financial Services, Inc. | Kensington, MD | Jul 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- MD
-
Total Assets Under Management189MILLIONS
-
Total Number of Accounts539ACCOUNTS
-
Average Account Value$350,289
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DC, FL, LA, MD, NC, TX, VA
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