![Joseph Careccia, financial advisor Latham NY](/img/ws/profile-blank-sq.png)
Joseph Careccia (CRD# 1494504) is an Investment Advisor Representative working at Lpl Financial LLC in Latham, NY and has over 23 years of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Latham NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Latham NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Marc Agel, financial advisor Latham NY](/img/ws/profile-blank-sq.png)
CRD# 2853423
Albanyadvisor Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Latham, NY | Mar 2023 - Current | 1 |
Proedge Remodeling | Albany, NY | Feb 2023 - Current | 1 |
Pfs Investments Inc. | Albany, NY | Sep 2016 - Mar 2023 | 6 |
Primerica Financial Services | Albany, NY | Jul 2016 - Mar 2023 | 6 |
Erie Construction Mid West | Albany, NY | Nov 2020 - May 2022 | 1 |
Careccia Agency, LLC | Guilderland, NY | Oct 2015 - Jan 2017 | 1 |
Bullex | Albany, NY | Oct 2013 - Nov 2015 | 2 |
Todays Limosine | Watervliet, NY | Jan 2006 - Nov 2015 | 9 |
Allstate Financial Services, LLC | Albany, NY | Jun 2015 - Jun 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
S63 | Uniform Securities State Law Examination | Sep 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Educational seminars/workshops
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