Joseph YurglichCRD Number: 6882119
Current Firm: Prime Capital Investment Advisors, LLC
Joseph Yurglich (CRD# 6882119) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.
Voya Financial Advisors, Inc.
Schaefer Financial Management, Inc.
|Private Client Services||Denver, CO||Jan 2020 - Current||< 1|
|Prime Capital Investment Advisors||Overland Park, KS||Jan 2020 - Current||< 1|
|Unemployed||Greenwood Village, CO||Apr 2019 - Dec 2019||< 1|
|Northwestern Mutual Investment Services LLC||West Palm Beach, FL||Jan 2018 - Apr 2019||1|
|Unemployed||West Palm Beach, FL||Apr 2016 - Jan 2018||1|
|Palm Beach Atlantic University||West Palm Beach, FL||Aug 2013 - May 2016||2|
|Hedgeco Networks||West Palm Beach, FL||Aug 2015 - Apr 2016||< 1|
|Arapahoe Floral||Greenwood Village, CO||Jul 2015 - Aug 2015||< 1|
|Unemployed||Greenwood Village, CO||Jun 2013 - Aug 2013||< 1|
|Denver Country Club||Denver, CO||Dec 2012 - Jun 2013||< 1|
|Unemployed||Greenwood Village, CO||May 2012 - Dec 2012||< 1|
|Colorado Christian University||Lakewood, CO||Jan 2012 - May 2012||< 1|
|Pacific Lutheran University||Tacoma, WA||Sep 2010 - Jan 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management10,900MILLIONS
Total Number of Accounts8,668ACCOUNTS
Average Account Value$1,257,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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