Joseph MasseyCRD 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 6 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Prudential Insurance Company Of America||Lancaster, PA||Oct 2011 - Current||6|
|Pruco Securities LLC||Lancaster, PA||Oct 2011 - Current||6|
|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|
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
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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