Joseph A. Frederick, AIF®
Retirement Plan Advisor at Capital Planning Wealth Management- Claim this Profile
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Bio
Credentials
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Series 24 - General Securities Principal Examination
FINRADec, 2008- Nov, 2024 -
Accredited Investment Fiduciary (AIF®)
Fi360 (now Broadridge)Sep, 2007- Nov, 2024 -
Series 66 - Uniform Combined State Law Examination
FINRAMar, 2004- Nov, 2024 -
Series 7 - General Securities Representative Examination
FINRAFeb, 2004- Nov, 2024
Experience
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Capital Planning Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Retirement Plan Advisor
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Dec 2012 - Present
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Other advisory services offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less
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Lighthouse Retirement Group
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Fort Washington, Pennsylvania, United States
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President, Retirement Plan Advisor
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Sep 2008 - Dec 2012
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Community
