Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Matthew Lumarda is an Investment Advisor Representative associated with Capital Group Private Client Services, Inc. Joseph is registered with the state of California and has been in the industry since 2006. Joseph is a Series 65 licensed individual. Joseph has been with Capital Group Private Client Services, Inc. since 2021 and previously worked at Capital Bank and Trust Company and CAPITAL GUARDIAN TRUST COMPANY. Joseph specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
IA
Issued 07/22/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Joseph Lumarda is the right advisor for you? Invested Better is here to help.
