JosephCassella- Financial Advisor Frederick, MD

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About Joseph Cassella

Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKS^™ concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.

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General Information

Firm Start Year

1923

CRD#

4486327

Firm CRD#

10111

Insurance License#

2073884

States Licensed in

MD,NJ,NY,PA,VA,WV,FL,NC,SC,CO,CT,OH,MA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English,Spanish,ASL

Advisory Services Provided

Money Management, Financial Advice & Consulting

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 26, Series 6, Series 65

Insurance and Annuity Licenses

Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Hourly Rate

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890720/paladinregistry-Primerica-Advisors-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Joseph Cassella

Primerica Advisors