Joseph Betti, financial advisor Newtown PA

Joseph Betti

CRD Number: 2044182
Current Firm: Andrew Garrett, Inc.

Joseph Betti (CRD# 2044182) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Sw Bach & Company Princeton, NJ Nov 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Joseph E. Betti
Phone Number: 212-682-8833
Registered State(s):
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • MD
  • MN
  • NJ
  • NY
  • NC
  • OH
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    406
    MILLIONS
  • Total Number of Accounts
    1,050
    ACCOUNTS
  • Average Account Value
    $386,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV

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