Unclaimed
Joseph Anthony Dorazio is a Certified Financial Planner® who has been in the industry since November 2004. He is registered as an Investment Advisor Representative in Texas and Virginia. Joseph works with D'orazio & Associates, Inc. where he provides financial planning and portfolio management for individuals and high-net-worth individuals. He is a well-established advisor with a strong track record of serving clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Percentage of retirement plan consulting assets
1
2
VA
12/13/2004 - Present
D'orazio & Associates, Inc. (FALLS CHURCH VA)
IA
Issued 11/19/1990
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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