Joseph Massey, financial advisor Lancaster PA
78 score

Joseph Massey

CRD Number: 5999678
Current Firm: Prudential Financial Planning Services

Joseph Massey (CRD# 5999678) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lancaster, PA and has over 4 years of experience in the finance industry.

Similar Advisors
James Gano, financial advisor Lancaster PA
James H. Gano
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Lancaster PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Similar Advisors
James Williams, financial advisor Lancaster PA
James G. Williams
CRD# 2922913
Ic Advisory Services, Inc.
Score
100
Company Name Location Dates Years
Prudential Insurance Company Of America Lancaster, PA Oct 2011 - Current 5
Pruco Securities LLC Lancaster, PA Oct 2011 - Current 5
Comcast Horsham, PA Sep 2014 - Feb 2015 < 1
Redners Markets Inc. Hamburg, PA Oct 2008 - Oct 2011 3
Performance Group Wyomissing, PA Jan 2009 - Mar 2009 < 1
Wal-mart Temple, PA Dec 2007 - Jan 2009 1
Unemployed Fleetwood, PA Oct 2007 - Dec 2007 < 1
Tempstarr Staffing Temple, PA Jul 2007 - Oct 2007 < 1
Bear Creek Macungie, PA Jul 2007 - Oct 2007 < 1
Unemployed Fleetwood, PA May 2007 - Jul 2007 < 1
Gage Enterprises Reading, PA Mar 2007 - May 2007 < 1
East Penn Mnfg. Lyon Station, PA May 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Apr 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joseph L. Massey
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joseph Massey and other advisors.
BADGES
78

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.