Joseph D'urso (CRD# 6125743) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Marietta, GA and has over 8 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monaca, PA | May 2021 - Current | 2 |
| Prosperity Wealth Management Inc. | San Ramon, CA | Jun 2019 - Current | 4 |
| Spc | Ann Arbor, MI | Aug 2017 - Jun 2019 | 1 |
| Parkland Securities, LLC | Ann Arbor, MI | Aug 2017 - Jun 2019 | 1 |
| Lpl Financial LLC | Severna Park, MD | Oct 2016 - Aug 2017 | < 1 |
| Integrated Wealth Concepts LLC | Severna Park, MD | Oct 2016 - Aug 2017 | < 1 |
| Lincoln Financial Advisors | Severna Park, MD | Jan 2015 - Oct 2016 | 1 |
| Osman Leasing LLC | Severna Park, MD | Sep 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CA
- GA
-
Total Assets Under Management243MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$151,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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