Joseph Michael Florio
Professional Summary
Joseph Michael Florio, who also goes by Joey Florio, was a registered financial advisor. Joseph was a previously registered financial professional and started their career in finance 2007 - 2023. Joseph had worked at 7 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 6 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joey Florio
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
BISON WEALTH, LLC | SERVE AND PROTECT FINANCIAL | QTR FAMILY WEALTH | PARALLEL FINANCIAL PARTNERS, LLC | LAKEVIEW INSTITUTIONAL WEALTH | LAKEVIEW CAPITAL PARTNERS, LLC | LAKEVIEW CAPITAL MANAGEMENT, LLC | CAPITAL DEFENDER WEALTH MANAGEMENT
Contact Information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326Phone Number
(404) 841-2224# of Employees
47Regulatory Assets Under Management
Total Number of Accounts
4,347AUM (Assets Under Management)
$1,605,442,799Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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