Joel Nance (CRD# 5144487) is an Investment Advisor Representative working at Truepath Financial Planning in Albuquerque, NM and has over 18 years of experience in the finance industry. Joel Nance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truepath Financial Planning | Albuquerque, NM | May 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- NM
- TX
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts101ACCOUNTS
-
Average Account Value$288,179
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NM, TX
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