Joseph PapasCRD Number: 1926787
Current Firm: Advice And Planning Services
Joseph Papas (CRD# 1926787) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 26 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Services,llc||Charlotte, NC||Jan 1989 - Current||29|
|Tiaa||Charlotte, NC||Jan 1989 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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