Joseph Osborne (CRD# 7039403) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Brentwood, TN and has over 5 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pks Advisory Services, Llc Dba Roy Matlock Jr. Advisory | Brentwood, TN | Nov 2023 - Current | < 1 |
| Cape Securities, Inc. | Mcdonough, GA | Jul 2023 - Current | < 1 |
| Terra Wealth Management, LLC | Murfreesboro, TN | Oct 2022 - Nov 2023 | 1 |
| Optum | Murfreesboro, TN | May 2019 - Jul 2023 | 4 |
| Pfs Investments Inc. | Brentwood, TN | Nov 2018 - Oct 2022 | 3 |
| Primerica Financial Services | Brentwood, TN | Jan 2016 - Oct 2022 | 6 |
| Kindred At Home | Nashville, TN | Apr 2015 - Mar 2019 | 3 |
| D1 | Colorado Springs, CO | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- TN
- TX
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Total Assets Under Management698MILLIONS
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Total Number of Accounts4,457ACCOUNTS
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Average Account Value$156,550
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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