Joan Marie Confoy
Investment adviser representative at Private Advisor Group, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$57.7BFirm assets
Are you Joan Marie Confoy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Private Advisor Group, LLCJan 2020 to now
- LPL Financial LLCJan 2020 to now
- Finra Office of Dispute ResolutionMar 2002 to now
- Raymond James Financial Services Advisors Inc.Jan 2016 to Jan 2020
- Raymond James Financial Services, Inc.Jul 2006 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624600
- Firm CRD
- 155216