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Joseph Lee England

Prosperity - AN Eisneramper Co.

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About Joseph Lee England

Joseph Lee England has been an active financial advisor since October 1997 and is currently registered with Prosperity - An EisnerAmper Co. Joseph has extensive experience in the financial industry with previous roles at Commonwealth Financial Network, Capital Analysts, Incorporated, The Investment Center, Inc., and CPA Advisors Network, Inc. Joseph holds Series 6, 7, 63, and 65 licenses. Joseph specializes in financial planning, pension consulting, and portfolio management for individuals. Joseph is a partner at Prosperity - An EisnerAmper Co. and manages client services, oversees accounting and tax, and consults on engagements.

Firm Information

Joseph England is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph England’s Registration & Firm History

PA

11/15/2023 - Present

Prosperity - AN Eisneramper Co. (PHILADELPHIA PA)

PA

10/26/2022 - 01/17/2023

APW CAPITAL, INC. (Philadelphia PA)

PA

11/02/2007 - 09/09/2022

COMMONWEALTH FINANCIAL NETWORK (Phiadelphia PA)

PA

09/08/2000 - 11/08/2007

CAPITAL ANALYSTS, INCORPORATED (CONSHOHOCKEN PA)

NJ

01/27/1999 - 09/07/2000

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

NA

01/05/1999 - 01/27/1999

THE INVESTMENT CENTER, INC.

RI

01/02/1998 - 01/04/1999

CPA ADVISORS NETWORK, INC. (PROVIDENCE RI)

NE

10/17/1997 - 01/14/1998

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

BC

Issued 10/16/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Lee England.
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