Larry Joseph, financial advisor Mayfield Heights OH
93 score

Larry Joseph

CRD Number: 1351442
Current Firm: Ancora Advisors LLC

Larry Joseph (CRD# 1351442) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Inverness Securities LLC Cleveland, OH Jan 2016 - Current 2
Ancora Advisors LLC Cleveland, OH Sep 2007 - Current 10
America Northcoast Securities, Inc. Cleveland, OH Sep 2007 - Jun 2017 9
Safeguard Securities Inc. Cleveland, OH Feb 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
Contact Info for Larry G. Joseph
Phone Number: 216-825-4000
Firm Website: http://www.ancora.net/
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,693
    MILLIONS
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $11,951,322
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, FL, GA, IL, IN, KS, MA, ME, MI, MO, NE, NJ, NY, OH, PA, TN, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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