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 28 years of experience in the finance industry.

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Company Name Location Dates Years
Inverness Securities LLC Cleveland, OH Jan 2016 - Current < 1
Ancora Advisors LLC Cleveland, OH Sep 2007 - Current 9
America Northcoast Securities, Inc. Cleveland, OH Sep 2007 - Current 9
Safeguard Securities Inc. Cleveland, OH Feb 2013 - Dec 2015 2
Cabrera Capital Markets, Inc. Chicago, IL Oct 2004 - Sep 2007 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:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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