Joseph Littky (CRD# 2597427) is an Investment Advisor Representative working at Blue Line Capital Advisors in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry. Joseph Littky 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.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management America, LLC | Palm Beach Gardens, FL | Apr 2022 - Current | 2 |
| Onegroup Wealth Partners Inc. | Palm Beach Gardens, FL | Mar 2021 - Current | 3 |
| Onegroup Wealth Partners Inc. | Palm Beach Gardens, FL | May 2020 - Mar 2021 | < 1 |
| Onegroup Wealth Partners Inc. | Palm Beach Gardens, FL | Apr 2020 - May 2020 | < 1 |
| Onegroup Wealth Partners Inc. | Palm Beach Gardens, FL | Feb 2020 - Apr 2020 | < 1 |
| Community Bank | Syracuse, NY | Dec 2019 - Feb 2020 | < 1 |
| Global Trust Asset Management, LLC | West Palm Beach, FL | Aug 2016 - Nov 2019 | 3 |
| Capital Guardian, LLC | West Palm Beach, FL | Aug 2009 - Aug 2016 | 7 |
| Capital Guardian Wealth Management, LLC | West Palm Beach, FL | Aug 2009 - Aug 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- FL
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Total Assets Under Management34MILLIONS
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Total Number of Accounts85ACCOUNTS
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Average Account Value$398,588
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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