Joseph Randazzo (CRD# 2207910) is an Investment Advisor Representative working at Lincoln Investment in Twinsburg, OH and has over 23 years of experience in the finance industry. Joseph Randazzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1070075
Lpl Financial LLC
CRD# 4641667
Valic Financial Advisors, Inc.
CRD# 5881829
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment Planning LLC | Fort Washington, PA | Aug 2016 - Current | 7 |
| Beacon Financial Advisory, LLC | Twinsburg, OH | Aug 2016 - Current | 7 |
| Fna Wealth Management | Twinsberg, OH | May 1993 - Current | 31 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - Aug 2016 | 1 |
| Sterne Agee Financial Services, Inc. | Twinsburg, OH | Sep 2014 - Aug 2016 | 1 |
| Wrp Investments, Inc. | Youngstown, OH | Jan 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- IN
- OH
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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