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Joe Capone

Joe Capone

Registered Financial Representative

LPL Financial LLC
9927 Delaney Lake Dr.
Tampa, FL 33619
Office: 813.837.2451, ext. 2159
Text: 813.696.6711
Email: joe.capone@growfinancial.org
Serving States: Florida

Joe Capone attended the University of Tampa and obtained a bachelor’s degree in accounting. He started with Grow Financial as an accounting intern in the summer of 2022. Upon graduating from UT, Joe began his career in the financial services industry. He has a strong passion for financial planning and helping individuals work towards their financial goals, with a particular focus on reducing lifetime tax liability through tax mitigation strategies.

Joe currently holds his SIE, Florida 214 insurance license, and Series 6, 7, 65, and 66 licenses. In his free time, Joe enjoys going to the beach and pool, playing golf and pickleball, and volunteering at local animal shelters.

Let Joe help build a personal plan to address your needs, whether you’re planning for retirement, saving for college, preserving your wealth or transitioning through a major life event.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Grow Financial Federal Credit Union and Grow Financial Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Grow Financial Retirement & Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Grow Financial Federal Credit Union or Grow Financial Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT BANK GUARANTEED NOT BANK DEPOSITS OR OBLIGATIONS MAY LOSE VALUE

Grow Financial Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Grow Financial Federal Credit Union to make these referrals, resulting in a conflict of interest. Grow Financial Federal Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.