Daniel Lumetta, financial advisor Metairie LA
88 score

Daniel Lumetta

CRD Number: 6399927
Current Firm: Edward Jones

Daniel Lumetta (CRD# 6399927) is an Investment Advisor Representative working at Edward Jones in Metairie, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2014 - Current 2
Tony Cinquemano Metairie, LA Jul 2011 - Sep 2014 3
Usa Today Harahan, LA Oct 2013 - Jul 2014 < 1
Plantation Marble Harahan, LA Jan 2007 - Oct 2013 6
Southern Style Pools Harahan, LA Mar 2010 - Jul 2011 1
Vector Marketing Baton Rouge, LA Sep 2009 - Dec 2009 < 1
The Times-picayune Covington, LA Sep 2009 - Oct 2009 < 1
The Daily Reveille Baton Rouge, LA Jan 2008 - Jun 2009 1
Baton Rouge General Hospital Baton Rouge, LA Oct 2007 - Nov 2008 1
Ruth's Chris Steakhouse Baton Rouge, LA Aug 2006 - Jan 2007 < 1
Duane's Pool Service New Orleans, LA Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Daniel Lumetta
Phone Number: 314-515-2000
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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