Joseph Aliciene (CRD# 4107198) is an Investment Advisor Representative working at Avantax Advisory Services in Pittston, PA and has over 24 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aliciene Tax & Financial Solutions LLC | Pittston, PA | Dec 2023 - Current | < 1 |
| Downs & Aliciene Accountants And Financial Service | Wyalusing, PA | Sep 2014 - Current | 9 |
| Avantax Insurance Agency, LLC | Dallas, TX | Aug 2013 - Current | 10 |
| Joseph Aliciene & Co | Pittston, PA | Dec 2009 - Current | 14 |
| J R Aliciene Agency | Pittston, PA | Jan 2009 - Current | 15 |
| Avantax Advisory Services | Pittston, PA | Jan 2005 - Current | 19 |
| Avantax Investment Services | Pittston, PA | Dec 1999 - Current | 24 |
| Joseph R Aliciene Jr | Pittston, PA | Jan 1999 - Current | 25 |
| Joseph R. Aliciene | Pittston, PA | Jan 1992 - Current | 32 |
| Riverdog-pittston LLC | Pittston, PA | Jan 2017 - Oct 2023 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- PA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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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
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