About Joseph Lassiter, CFP®, CAIA®
A native of Mount Pleasant, Joe has worked along multiple channels of the financial services industry across Wall Street and local firms here in Charleston. He attended the University of South Carolina, graduating Summa Cum Laude with a dual degree in Finance and Marketing from the Darla Moore School of Business. He currently holds the CERTIFIED FINANCIAL PLANNER® certification and the CHARTERED ALTERNATIVE INVESTMENT ANALYST® designation. In his spare time, he enjoys spending time with family and his boxer-pitbull Boone, venturing outdoors and on the water, reading, and SEC football.
Securities Agent: PA, AL, WI, TX, OR, NV, MS, MO, UT, OK, LA, ID, GA, DC, AK, WA, PR, MD, KS, FL, NM, ME, KY, CT, SD, NE, MI, SC, RI, OH, IN, IA, CA, AZ, WV, VT, TN, NY, MT, MA, HI, AR, VA, NJ, MN, IL, WY, NH, NC, DE, CO; General Securities Representative; Investment Advisor Representative