Joe Faulk, financial advisor Crestview FL

Joe Faulk

CRD Number: 5427047
Current Firm: Kingsview Wealth Management, LLC

Joe Faulk (CRD# 5427047) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Crestview, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsview Wealth Management Grants Pass, OR Jul 2019 - Current 4
Edward Jones St Louis, MO Jul 2012 - Jul 2019 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joe W. Faulk
Phone Number: 312-870-6701
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,584
    MILLIONS
  • Total Number of Accounts
    13,829
    ACCOUNTS
  • Average Account Value
    $259,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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