Joseph Elliott

from Independence Square Holdings, LLC
SEC regulated
Regulated Investment Advisor
Joseph Elliott is a financial advisor based in Pennsylvania, King Of Prussia, with 29 years of experience. Joseph currently works for Independence Square Holdings, LLC. Joseph maintains a S63 license (Uniform Securities Agent State 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
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Joseph Elliott works at Independence Square Holdings, LLC
Independence Square Holdings, LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $926,375,464 of assets under management and employs about 41 people. Independence Square Holdings, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and referral fees
Office location
150 South Warner Road, Suite 300, King Of Prussia, Pennsylvania, 19406

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