Joseph William Lucchino

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1980 → Present
  New York Life Insurance Co
  Pittsburgh, PA
• 09/1996 → Present
  Nylife Securities Inc.
  Pittsburgh, PA
• 06/2004 → Present
  Eagle Strategies Llc
  Natrona Heights, PA
• 08/2015 → Present
  Lucchino Insurance & Financial Group
  Natrona Heights, PA

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. SELLS SOLICITS BUSINESS FOR HEALTH INSURANCE THOUGH FORTIS INSURANCE COMPANY - 3 HRS/MONTH - HAVE BEEN LICENSED FOR 20 YRS.] [INVESTMENT ADVISOR REPRESENTATIVE AFFILIATED WITH EAGLE STRATEGIES LLC] [OPERATING UNDER THE DBA NAME OF LUCCHINO INSURANCE & FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NATRONA HEIGHTS, PA; START DATE: 08/2015] [Harvard Properties, LLC; 2318 Freeport Road, Natrona Heights, PA 15065 and 1316 Harvard Avenue, Natrona Heights, PA 15065; Start Date 01/2018; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-03-26

Designations

• Chartered Financial Consultant

Other Names

• Joe Lucchino