Joseph Evangelista (CRD# 3218041) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 24 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wingate Financial Group, Inc. | Lexington, MA | May 2003 - Current | 20 |
| Wingate Capital Corp | Lexington, MA | May 2003 - Current | 20 |
| Wingate Financial Corp | Lexington, MA | May 2003 - Current | 20 |
| Wingate Planning Corp | Lexington, MA | May 2003 - Current | 20 |
| Ids Life Insurance Company | Boston, MA | Apr 1999 - Current | 25 |
| American Express Financial Advisors Inc. | Boston, MA | Apr 1999 - Current | 25 |
| Suffolk University Law School | Boston, MA | Aug 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- MA
-
Total Assets Under Management1,214MILLIONS
-
Total Number of Accounts2,810ACCOUNTS
-
Average Account Value$432,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT
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 derived from SEC.gov data covering 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.
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.