Joseph Degeorge (CRD# 5006212) is an Investment Advisor Representative working at Advisory Advocates LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Advocates, LLC | Grand Rapids, MI | Sep 2020 - Current | 3 |
| Investment Consulting Group Inc. | Davenport, IA | Dec 2019 - Sep 2020 | < 1 |
| Luminist Capital, LLC | Grand Rapids, MI | May 2019 - Dec 2019 | < 1 |
| Innovative Investment Solutions | Davenport, IA | Jan 2016 - Dec 2019 | 3 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jul 2014 - Jan 2019 | 4 |
| Cambridge Junior-senior High School | Cambridge, IL | Aug 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- IA
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts489ACCOUNTS
-
Average Account Value$167,816
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA, IN, KY, MI, TX
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