Joseph M. Accardo
Professional summary
Joseph Michael Accardo, CFP® is a registered financial advisor currently at AFH ASSET MANAGEMENT, INC. located in Beverly Hills, California and OSAIC WEALTH, INC. located in Beverly Hills, California.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Joseph has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Michael Accardo's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
August 29, 2001 - Present
AFH ASSET MANAGEMENT, INC.
Office #1: 8383 Wil;shire Blvd. Suite 641, Beverly Hills, CA 90211September 1, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 8383 Wilshire Boulevard Suite 348, Beverly Hills, CA 90211October 31, 2005 - September 1, 2023
OSAIC SERVICES, INC.
August 15, 1995 - October 31, 2005
SUNAMERICA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/1/2023)
(8/29/2001)
(9/1/2023)
(9/1/2023)
(9/1/2023)
(9/1/2023)
(9/1/2023)
(9/1/2023)
Exams
FINRA
Current Firm
AFH ASSET MANAGEMENT, INC.
CRD#: 118805 / SEC#:
Contact information
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