Joseph Duca (CRD# 4563712) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Ramon, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 7 Streets Financial, LLC | San Ramon, CA | Jun 2016 - Current | 7 |
| Lpl Financial, LLC | San Ramon, CA | Aug 2011 - Current | 12 |
| Blueprint Wealth Partners, LLC | San Ramon, CA | Jul 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- CA
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts270ACCOUNTS
-
Average Account Value$327,407
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, TX
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