Joseph Caputo

from Baltimore-washington Financial Advisors
SEC regulated
Regulated Investment Advisor
Joseph Caputo is a financial advisor based in Maryland, Columbia, with 18 years of experience. Joseph currently works for Baltimore-washington Financial Advisors. Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Joseph Caputo works at Baltimore-washington Financial Advisors
Baltimore-washington Financial Advisors is a financial advisory firm based in Columbia, Maryland. It currently has approximately $1,518,046,827 of assets under management and employs about 22 people. Baltimore-washington Financial Advisors uses a fee structure of a percentage of assets under your management and flat project fees for retirement & estate planning.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and flat project fees for retirement & estate planning
Office location
5950 Symphony Woods Rd., Suite 600, Columbia, Maryland, 21044

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor