Joseph Piatczyc, financial advisor Owens Cross Roads AL

Joseph Piatczyc

CRD Number: 7481312
Current Firm: State Farm Investment Management Corp.

Joseph Piatczyc (CRD# 7481312) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Owens Cross Roads, AL and has over 2 years of experience in the finance industry.

Similar Advisors
Lisa Abbott, financial advisor Owens Cross Roads AL
Lisa C. Abbott
CRD# 4169767
Lpl Financial LLC
Similar Advisors
Tony Akin, financial advisor Owens Cross Roads AL
Tony J. Akin
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Michael Alred, financial advisor Owens Cross Roads AL
Michael W. Alred
CRD# 6386557
Lpl Financial LLC
Company Name Location Dates Years
Joey Piatczyc Insurance Agency Owens Cross Roads, AL Jan 2023 - Current 1
State Farm Investment Management Corp Owens Cross Roads, AL Sep 2022 - Current 1
State Farm Vp Managment Corp Owens Cross Roads, AL Aug 2022 - Current 1
State Farm Insurance Owens Cross Roads, AL Aug 2022 - Jan 2023 < 1
State Farm Vp Management Corp Madison, AL Jan 2022 - Aug 2022 < 1
Diana Lockmiller Insurance Agency Madison, AL Mar 2020 - Aug 2022 2
Worldwide Express Overland Park, KS Mar 2019 - Mar 2020 1
West Virginia University Morgantown, WV Aug 2014 - Dec 2018 4
Lee's Summit High School Lee's Summit, MO Aug 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2022
S63 Uniform Securities State Law Examination Mar 2022
Contact Info for Joseph Piatczyc
Phone Number: 800-447-0740
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.