Joseph
Duca
7 Streets Financial, LLC
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About this Advisor
Joseph Duca is a financial advisor based in San Ramon, California, who has 11 years in the industry. Duca is currently employed by 7 Streets Financial, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Blueprint Wealth Partners, LLC and 7 Streets Financial, LLC. Duca maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. 7 Streets Financial, LLC is a financial advisory business that has its headquarters in San Ramon, California. The company has just five employees. It administers $100 million in total assets across its 275 client accounts, making it one of the smaller firms in the nation by assets under management. Of its 275 accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. 7 Streets Financial, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by 7 Streets Financial, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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7 Streets Financial, LLC Brokerage Details
$100,000,000
5
275
$363,636
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joseph Duca Work History
Joseph has 11 years of experience.
7 Streets Financial, LLC
Lpl Financial, LLC
Blueprint Wealth Partners, LLC
Disclosures
Joseph Duca has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at 7 Streets Financial, LLC
San Ramon, CA
San Ramon, CA
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