Joseph Malfeo
CRD Number: 3031535Current Firm: Hunter Street Investment Advisors LLC
Compensation Model: Both
Joseph Malfeo, ChFC, CFP - CRD# 3031535) is an Investment Advisor Representative working at Command Capital Management LLC in Apex, NC and has over 20 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Command Capital Management LLC | Apex, NC | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
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Total Assets Under Management94MILLIONS
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Total Number of Accounts525ACCOUNTS
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Average Account Value$178,286
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, NC
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