7 Streets Financial, LLC
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About this Advisor
Joseph Duca is a financial advisor working in San Ramon, California who has 7 years of industry experience. Duca is currently employed by 7 Streets Financial, LLC. During their career, Duca has held roles at Lpl Financial, LLC, Blueprint Wealth Partners, LLC and 7 Streets Financial, LLC. Duca holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. 7 Streets Financial, LLC is an advisory company that has its headquarters in San Ramon, CA. It has just five advisors. It handles $92 million in assets across its 275 client accounts, making it one of the smaller firms in the United States by assets under management. Of its 275 client accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. 7 Streets Financial, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules usually depend on the services. Fees charged by 7 Streets Financial, LLC can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
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7 Streets Financial, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joseph Duca Work History
Joseph has been registered as a financial advisor for 7 years.*
7 Streets Financial, LLC
Lpl Financial, LLC
Blueprint Wealth Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
San Ramon, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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 firstname.lastname@example.org.
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