JL
Joseph S. Larosa
PRIVATE COUNSEL GROUP, LTD.
Indianapolis, IN
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CRD#: 7234511
JL
Professional summary
Joseph S Larosa, CFP® is a registered financial advisor currently at PRIVATE COUNSEL GROUP, LTD. located in Indianapolis, Indiana.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph S Larosa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
March 4, 2020 - Present
PRIVATE COUNSEL GROUP, LTD.
RIA
CRD#: 300083
Indianapolis, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(3/4/2020)
Exams
Current Firm
PC
PRIVATE COUNSEL GROUP, LTD.
PRIVATE COUNSEL GROUP, LTD.
CRD#: 300083 / SEC#: 801-114576
RIA
Registered Investment Advisory firm - (5/21/2019 Terminated)Indiana
Registered Investment Advisory firm - (5/20/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Indianapolis, IN
Mailing Address
350 Massachusetts Avenue Suite 300, Indianapolis, IN 46204
Phone number
(317) 627-8957
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 102,357,543 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
