Joan M Guccione
Investment adviser representative at Value Investment Professionals, LLC
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$246.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Value Investment Professionals, LLCNov 2023 to now
- Fleetwood Asset Management Ltd.Jul 2004 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (CT, LA, TX).
Value Investment Professionals, LLC
$246.7MAssets managed
158Clients
4Advisers
4 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
- 2684031
- Firm CRD
- 164704