Find a Financial Advisor
> Joe Capporelli
Heashot

Joe Capporelli

Financial Advisor, LPL Financial, serving Citrus Springs, Crystal River, Inglis and Inverness, Fla.

Email Call

About the Advisor

Joe Capporelli brings nearly 20 years’ experience in financial services to Capital City Investments and now serves the investment needs of our clients in Citrus Springs, Crystal River, Inglis and Inverness, Fla. Joe previously served and retired from the United States Air Force, where he attended Community College of the Air Force. He holds Series 7, 63 and 66 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses. For the past two decades, Joe has focused on leveraging financial tools to help his clients work toward realistic and achievable goals. He understands no two clients’ financial lives, needs or goals are the same and, therefore, takes a tailored approach to planning and selecting tools to serve the individual. Joe chose to make Citrus County his new home when he joined Capital City Investments in 2020, and eagerly serves his clients and community every day. Joe is active in local Veteran and business organizations, including the Chamber of Commerce. Outside of work, he enjoys motorcycling, physical fitness and antiquing. Plus, Joe is a proud father of two adult children. Make a smart money move today and schedule your no-obligation financial plan review with Joe.

Contact an Advisor
101 Southeast U.S. Hwy. 19
Crystal River, FL 34429
(352) 423-5215

Other Locations Served

About Capital City Investments

At Capital City Investments, our advisors are committed to providing quality investment products, services and management to residents in the greater Tallahassee, Fla., Gainesville, Fla. and Macon, Ga. communities we call home. Our advisors are professionally trained to assist you with a variety of services from individual financial strategies to complete business solutions.

Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to align with your needs. We offer access to a wide array of investment products and services at Capital City Investments through LPL Financial:

  • Stocks
  • Annuities
  • Bonds
  • Mutual Funds
  • Life Insurance
  • Disability Insurance
  • IRAs
Learn More

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. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Federal Government Agency · Not Bank Guaranteed · Not Bank Deposits or Obligations · May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL CA AZ CO DC DE FL GA LA MD MI MO NC NM NY PR SC TN TX VA VT WI WY.

Your Bank (“Financial Institution”) 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 the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

BrokerCheck by FINRA

© Copyright 2023 Capital City Investments