Suzanne Joseph & Associates, Inc.

Suzanne Joseph & Associates, Inc. (CRD# 120279) is a financial advisory firm headquartered in , . They manage $54,329,011 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,697,782
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CA

Financial Advisors at Suzanne Joseph & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Suzanne M. Joseph
CRD#: 737200
Westlake Village, CA
96
Wealthminder
score

Suzanne Joseph (CRD# 737200) is an Investment Advisor Representative working at Suzanne Joseph & Associates, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry. Suzanne Joseph 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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