Joseph
Duca
7 Streets Financial, LLC
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About this Advisor
Joseph Duca is a financial advisor based in San Ramon, California, working with 7 Streets Financial, LLC. Joseph has previously held positions at Lpl Financial, LLC, Blueprint Wealth Partners, LLC, and 7 Streets Financial, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joseph is part of 7 Streets Financial, LLC, which operates out of San Ramon, California. The firm has 2 offices and 5 employees. The firm manages assets totaling $88.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at 7 Streets Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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7 Streets Financial, LLC Brokerage Details
$88,400,000
5
270
$327,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joseph Duca Work History
7 Streets Financial, LLC
Lpl Financial, LLC
Blueprint Wealth Partners, LLC
Disclosures
Please visit the SEC profile of Joseph Duca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 7 Streets Financial, LLC
La Mesa, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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