Joanne Sardella, financial advisor Vero Beach FL
96 score

Joanne Sardella

CRD Number: 1263230
Current Firm: Raymond James Financial Services Advisors, Inc.

Joanne Sardella (CRD# 1263230) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vero Beach, FL and has over 30 years of experience in the finance industry. Joanne Sardella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymon James Financial Services Advisors,inc Vero Beach, FL Nov 2009 - Current 7
Raymond James Financial Services, Inc. Vero Beach, FL Nov 2009 - Current 7
Dartmouth Club Of Vero Beach Vero Beach, FL Nov 2009 - Current 7
Wachovia Securities, LLC Vero Beach, FL Jan 2008 - Nov 2009 1
A. G. Edwards & Sons, Inc. Vero Beach, FL Mar 1990 - Jan 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for Joanne Sardella
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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