Larry Joseph (CRD# 1351442) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 36 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inverness Securities LLC | Cleveland, OH | Jan 2016 - Current | 8 |
| Ancora Advisors LLC | Cleveland, OH | Sep 2007 - Current | 16 |
| 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 |
- OH
-
Total Assets Under Management4,349MILLIONS
-
Total Number of Accounts324ACCOUNTS
-
Average Account Value$13,423,238
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Other
DE, FL, LA, MI, OH, TX
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