Joseph Quartucci, financial advisor Kyle TX
86 score

Joseph Quartucci

CRD Number: 4522516
Current Firm: Kalos Management

Joseph Quartucci (CRD# 4522516) is an Investment Advisor Representative working at Kalos Management in Kyle, TX and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kalos Management Alpharetta, GA Jul 2017 - Current < 1
Kalos Capital Alpharetta, GA Jul 2017 - Current < 1
National Planning Corporation San Marcos, TX Dec 2007 - Jul 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph A. Quartucci
Phone Number: 678-356-1100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    195
    MILLIONS
  • Total Number of Accounts
    2,311
    ACCOUNTS
  • Average Account Value
    $84,331
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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