Joseph Dirago, financial advisor San Antonio TX
63 score

Joseph Dirago

CRD Number: 1249641
Current Firm: Wells Fargo Advisors, LLC

Joseph Dirago (CRD# 1249641) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Antonio, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC San Antonio, TX Dec 2012 - Current 4
Morgan Stanley Smith Barney San Antonio, TX Jun 2009 - Dec 2012 3
Morgan Stanley & Company, Incorporated San Antonio, TX Apr 2007 - Dec 2012 5
Morgan Stanley Dw, Inc. San Antonio, TX Mar 2006 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Joseph B. Dirago
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
63

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