Joseph Quartucci, financial advisor San Marcos TX
93 score

Joseph Quartucci

CRD Number: 4522516
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Joseph Quartucci (CRD# 4522516) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in San Marcos, TX and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
National Planning Corporation San Marcos, TX Dec 2007 - Current 9
American General Securities Incorporated San Marcos, TX Oct 2002 - Dec 2007 5
Aig American General Life Insurance Company San Marcos, TX Oct 2002 - Dec 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Joseph A. Quartucci
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
  • TX
  • MA
  • CO
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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