Joey Key (CRD# 4079228) is an Investment Advisor Representative working at Edward Jones in Carrollton, GA and has over 24 years of experience in the finance industry.
CRD# 2506003
Capstone Global Advisors, LLC
CRD# 2849485
Money Concepts Advisory Service
CRD# 4268782
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2017 - Current | 6 |
| Assurity Life | Newnan, GA | Jul 2004 - Aug 2017 | 13 |
| Southern Capital Brokerage Insurance Company | Newnan, GA | Sep 2003 - Aug 2017 | 13 |
| Southern Farm Bureau Fund Distributor | Newnan, GA | Oct 1999 - Aug 2017 | 17 |
| Georgia Farm Bureau Mutual Insurance Company | Newnan, GA | Mar 1987 - Aug 2017 | 30 |
| Southern Farm Bureau Life Insurance Company | Newnan, GA | Mar 1987 - Aug 2017 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- GA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.