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Joseph William Dicampli

Bestvest Investments, Ltd.

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About Joseph William Dicampli

Joseph William Dicampli is a financial advisor with Bestvest Investments, Ltd., where he has been registered since February 4, 2016. He is a registered representative with the firm's MEDIA, PA branch office. He is also registered to provide securities services in Delaware, New Jersey, and Pennsylvania. Joseph has over 26 years of experience in the financial services industry and holds a Series 6, Series 63, and SIE license. Prior to joining Bestvest Investments, Ltd., he was previously registered with Signator Investors, Inc., Bestvest Investments, Ltd., and Allstate Financial Services, LLC. Joseph specializes in portfolio management for individuals and financial planning.

Firm Information

Joseph Dicampli is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Joseph Dicampli’s Registration & Firm History

PA

02/04/2016 - Present

Bestvest Investments, Ltd. (MEDIA PA)

PA

06/06/2013 - 02/08/2016

SIGNATOR INVESTORS, INC. (MEDIA PA)

PA

07/10/2012 - 06/03/2013

BESTVEST INVESTMENTS, LTD. (MEDIA PA)

PA

08/09/2002 - 07/13/2012

ALLSTATE FINANCIAL SERVICES, LLC (MEDIA PA)

NJ

02/12/1996 - 09/03/2002

INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)

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Licenses & Designations

BC

Issued 12/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joseph William Dicampli. Review regulatory record here.
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