Joseph Palumbo (CRD# 5133845) is an Investment Advisor Representative working at Avantax Advisory Services in Glen Burnie, MD and has over 17 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Palumbo Financial & Tax Services LLC | Baltimore, MD | Sep 2020 - Current | 3 |
Magnolia Grandiflora LLC | Baltimore, MD | Apr 2018 - Current | 6 |
Avantax Insurance Agency, LLC | Glen Burnie, MD | Mar 2016 - Current | 8 |
Avantax Advisory Services | Glen Burnie, MD | Jan 2007 - Current | 17 |
Avantax Investment Services | Glen Burnie, MD | Apr 2006 - Current | 18 |
Joseph J Palumbo, Cpa | Glen Burniel, MD | Nov 2001 - Current | 22 |
Cr, Inc. | Glen Burnie, MD | Sep 1999 - Current | 24 |
Tickmark Inc. | New York, NY | Jan 2017 - Dec 2018 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2006 |
S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- MD
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.