JD
CFP
JD
CFP

Joseph Anthony Digangi

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

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Location

101 Larry Holmes Drive, Suite 215, Easton, PA, 18042

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is an insurance agent with ELANA General Insurance, LLC, spending about 10-20% of his time selling insurance products. He also has several non-investment related businesses including ELANA Settlement Architects, LLC, Elite Financial & Settlement Consulting, LLC, ELANA Franchise Group, LLC, and NextPhase Community, LLC, taking up varying amounts of his time.

Employment History
Current Registrations
Amicus Financial Advisors, LLC
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Elana Advisory Services, LLC
January 2015 - December 2019 · 4 yrs 11 mos
Gradient Advisors, LLC
August 2013 - December 2014 · 1 yr 4 mos
Walnut Street Securities, INC.
January 2012 - August 2013 · 1 yr 7 mos
Evolve Investment Advisors
March 2010 - December 2010 · 9 mos
Evolve Securities, INC.
January 2007 - December 2010 · 3 yrs 11 mos
Investment Advisors
January 2006 - January 2007 · 1 yr
Everest Financial & Settlement Consulting, LLC
November 2002 - December 2003 · 1 yr 1 mo
State Registrations2 states
PAWI
Advisor
Exams
No exam information available for this advisor.