Joseph Calabrasi (CRD# 5215899) is an Investment Advisor Representative working at Lionsight Capital, LLC in Mint Hill, NC and has over 18 years of experience in the finance industry. Joseph Calabrasi 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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lionsight Capital, LLC | Charlotte, NC | Apr 2012 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Charlotte, NC | Aug 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- LA
- NC
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$232,143
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, NC
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