Testa Financial Management, Inc.

Testa Financial Management, Inc. (CRD# 142290) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $18,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $257,143
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
  • Pension consulting services
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.

FL

Financial Advisors at Testa Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph B. Testa
CRD#: 722120
1000 South Cypress Road, Pompano Beach, FL 33060
93
Wealthminder
score

Joseph Testa (CRD# 722120) is an Investment Advisor Representative working at Testa Financial Management, Inc. in Pompano Beach, FL and has over 35 years of experience in the finance industry.

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