Hassin, Joseph

Hassin, Joseph (CRD# 131090) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Hassin, Joseph
Showing 1 - 1 of 1 top financial advisors.
Joseph Hassin
CRD#: 1438824
3435 Camino Del Rio South, Suite 315, San Diego, CA 92108

Joseph Hassin (CRD# 1438824) is an Investment Advisor Representative working at Hassin, Joseph in San Diego, CA and has 1 year of experience in the finance industry. Joseph Hassin 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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