Joseph J Larocca
Investment adviser representative at Cpr Investments Inc
11 yearsExperience
3 statesRegistered in
$238.8MFirm assets
8 yearsFirm in business
Are you Joseph J Larocca? 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
Experience
11 years in the industry.
- Cpr Investments Inc.Nov 2015 to now
- Cpr Financial Group LLCNov 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Cpr Investments Inc
$238.8MAssets managed
1,172Clients
25Advisers
8 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
- 6007845
- Firm CRD
- 139067