Joseph
Giordano
Core Advisory Group
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About this Advisor
Joseph Giordano is a financial advisor based in Charlotte, North Carolina, working with Core Advisory Group. Joseph has previously held positions at Edward Jones, Carolinas Medical System, Moses Cone Hospital, Guardian Life Insurance Company, Park Avenue Securities, Core Advisory Group, Novant Health, and Lpl Financial, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Joseph is part of Core Advisory Group, which operates out of Charlotte, North Carolina. The firm has 3 offices and 11 employees. The firm manages assets totaling $238.2 million and 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 pension consulting services. The fee structure at Core Advisory Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Advisory Group Brokerage Details
$238,224,870
11
1,444
$164,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Giordano Work History
Lpl Financial, LLC
Novant Health
Guardian Life Insurance Company
Core Advisory Group
Park Avenue Securities
Edward Jones
Moses Cone Hospital
Carolinas Medical System
Disclosures
Please visit the SEC profile of Joseph Giordano 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 Core Advisory Group
Rock Hill, SC
Rock Hill, SC
Rock Hill, SC
Charlotte, NC
Rock Hill, SC
Charlotte, NC
Charlotte, NC
Brookhaven, MS
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