Joseph Demuro, financial advisor Camp Hill PA

Joseph Demuro

CRD Number: 1886826
Current Firm: Invariant Investment Management

Joseph Demuro (CRD# 1886826) is an Investment Advisor Representative working at Invariant Investment Management in Camp Hill, PA and has over 35 years of experience in the finance industry. Joseph Demuro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Invariant Tax Services LLC Lemoyne, PA Feb 2020 - Current 4
Money Coaching Solutions Lemoyne, PA Jan 2016 - Current 8
Invariant Investment Management LLC Lemoyne, PA Jan 2014 - Current 10
Dfa Tax Service Harrisburg, PA Jan 1994 - Apr 2014 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph Demuro
Phone Number: (717) 317-9006
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $166,453
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MD, PA

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