JD

Joseph Parker Degeorge

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
134 clients
Average Client Portfolio
$569K average
Assets Under Management
$76.3M

Fee Structure

This document provides information about Larry Andreano, an Investment Adviser Representative of Advisory Advocates, LLC. It does not contain any fee information.

Areas of Practice
Investment Management
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Advisor Information

Office location

4981 Cascade Road, Suite C, Grand Rapids, MI, 49546

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph works as a special education teacher for Durant Community School District since December 2020. This non-investment related activity takes nearly full-time hours per month during trading hours.

Employment History
Current Registrations
Advisory Advocates LLC
September 2020 - Present · 5 yrs 4 mos
Previous Registrations
Investment Consulting Group INC
December 2019 - September 2020 · 9 mos
Luminist Capital, LLC
June 2019 - December 2019 · 6 mos
Innovative Investment Solutions, INC.
April 2016 - December 2019 · 3 yrs 8 mos
Money Concepts Advisory Service
September 2014 - April 2016 · 1 yr 7 mos
Money Concepts Capital CORP Broker
August 2014 - April 2016 · 1 yr 8 mos
Citigroup Global Markets INC.
July 2006 - February 2009 · 2 yrs 7 mos
Citigroup Global Markets INC. Broker
July 2006 - February 2009 · 2 yrs 7 mos
Wells Fargo Investments, LLC
October 2005 - July 2006 · 9 mos
Wells Fargo Investments, LLCBroker
September 2005 - July 2006 · 10 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.