Joseph
Stapleton
Spinnaker Investment Group, LLC
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About this Advisor
Joseph Stapleton is a financial advisor based in Newport Beach, California, working with Spinnaker Investment Group, LLC. Joseph has previously held positions at Signator Investors, Inc, Signature Resources, I&Fs, Inc, Signature Resources Capital Management, Massmutual Life Insurance Company, Mml Investors Services LLC, Spinnaker Investment Group, LLC, and Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD). Joseph has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joseph is part of Spinnaker Investment Group, LLC, which operates out of Newport Beach, California. The firm has 10 employees and manages assets totaling $676.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Spinnaker Investment Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spinnaker Investment Group, LLC Brokerage Details
$676,776,889
10
2,196
$308,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joseph Stapleton Work History
Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD)
Spinnaker Investment Group, LLC
Massmutual Life Insurance Company
Mml Investors Services LLC
Signature Resources Capital Management
Signator Investors, Inc
Signature Resources, I&Fs, Inc
Disclosures
Please visit the SEC profile of Joseph Stapleton 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 Spinnaker Investment Group, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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