Joseph Vizzini, financial advisor Mandeville LA
66 score

Joseph Vizzini

CRD Number: 1306885
Current Firm: Asset One LLC

Joseph Vizzini (CRD# 1306885) is an Investment Advisor Representative working at Asset One LLC in Mandeville, LA and has over 30 years of experience in the finance industry. Joseph Vizzini 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
Girard Securities, Inc. San Diego, CA Apr 2010 - Current 6
Asset One, LLC Mandeville, LA Jul 1994 - Current 22
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Mar 2010 1
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S66 NASAA Uniform Combined State Law Examination Jan 2003
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:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Joseph J. Vizzini
Phone Number: 303-751-8859
Firm Website: http://assetonellc.com
Registered State(s):
  • AZ
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    397
    MILLIONS
  • Total Number of Accounts
    1,790
    ACCOUNTS
  • Average Account Value
    $221,957
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
  • Market timing services
Types of Clients
Registered States

AZ, CA, CO, FL, GA, KS, LA, MO, MS, NM, NY, OR, TN, TX

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BADGES
66

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