Unclaimed Profile

Joseph Carmen Lamagna

INDIE ASSET PARTNERS, LLC·INDIANAPOLIS, Indiana

Series 7, Series 63, Series 65Clean record15 years registeredINDIE ASSET PARTNERS, LLC

10291 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46290CRD# 2275636Firm CRD# 154503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Carmen Lamagna · INDIANAPOLIS, IN

Registration

CRD #2275636 · INDIE ASSET PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INDIE ASSET PARTNERS, LLC

INDIE ASSET PARTNERS, LLC

Nov 2010 – Feb 2017

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 12, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDIE ASSET PARTNERS, LLC

CRD 154503 · SEC 801-71728

AUM

$792M

Regulatory assets under management

Employees

821 client accounts

Services offered by INDIE ASSET PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at INDIE ASSET PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Carmen Lamagna offer?

Joseph Carmen Lamagna specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Joseph Carmen Lamagna's credentials?

Joseph Carmen Lamagna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Carmen Lamagna located?

Joseph Carmen Lamagna is based in INDIANAPOLIS, Indiana, last registered with INDIE ASSET PARTNERS, LLC.

How does Joseph Carmen Lamagna charge for services?

Joseph Carmen Lamagna's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDIE ASSET PARTNERS, LLC?

INDIE ASSET PARTNERS, LLC has approximately 9 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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