Joseph Lapps, financial advisor King Of Prussia PA
93 score

Joseph Lapps

CRD Number: 1820259
Current Firm: Private Advisor Group, LLC

Joseph Lapps (CRD# 1820259) is an Investment Advisor Representative working at Private Advisor Group, LLC in King Of Prussia, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC King Of Prussia, NJ Jan 2013 - Current 3
Lpl Financial LLC King Of Prussia, PA Oct 2011 - Current 5
Morgan Stanley Smith Barney Philadelphia, PA Jun 2009 - Oct 2011 2
Citigroup Global Markets Inc. Philadelphia, PA Mar 1988 - Jun 2009 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Contact Info for Joseph A. Lapps
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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