Joseph Haller, financial advisor Boca Raton FL
93 score

Joseph Haller

CRD Number: 1866295
Current Firm: Slavic Mutual Funds Management Corp.

Joseph Haller (CRD# 1866295) is an Investment Advisor Representative working at Slavic Mutual Funds Management Corp. in Boca Raton, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Slavic Investment Corporation Boca Raton, FL Dec 1992 - Current 24
Wtlh Inc. Tallahasee, FL Nov 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Apr 2003
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Joseph S. Haller
Phone Number: 561-241-9244
Firm Website: http://www.slavicira.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,813
    MILLIONS
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $2,336,884
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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