Joseph
Giordano
Core Advisory Group
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About this Advisor
Joseph Giordano is a financial advisor operating in Charlotte, North Carolina with 1 year of industry experience. Giordano is on the advisory team at Core Advisory Group. Over the course of their career, Giordano has held roles 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. Giordano has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Core Advisory Group is a financial advisory business headquartered in Rock Hill, SC. It has just four advisors. It manages $178 million in assets among its 1,323 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 1,323 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. Core Advisory Group performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually depend on the services provided. However, fee types charged by Core Advisory Group can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Core Advisory Group Brokerage Details
$177,714,640
4
1,323
$134,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Giordano Work History
Joseph has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Novant Health
Guardian Life Insurance Company
Core Advisory Group
Park Avenue Securities
Edward Jones
Moses Cone Hospital
Carolinas Medical System
*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.
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
Charlotte, NC
Rock Hill, SC
Charlotte, NC
Charlotte, NC
Brookhaven, MS
Rock Hill, SC
Rock Hill, SC
Charlotte, NC
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 profile-compliance@smartasset.com.
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