Joseph Barbour (CRD# 5474035) is an Investment Advisor Representative working at Encompass More Asset Management LLC in La Porte, TX and has over 16 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Investments, LLC | Danville, CA | Dec 2022 - Current | 1 |
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Appreciation Financial | Henderson, NV | Aug 2020 - Current | 3 |
| Verity Asset Management | Durham, NC | Sep 2020 - Dec 2022 | 2 |
| Verity Investments, Inc. | Durham, NC | Sep 2020 - Sep 2022 | 2 |
| Compass Bank | Birmingham, AL | Nov 2018 - May 2020 | 1 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Nov 2018 - May 2020 | 1 |
| Bbva Securities Inc. | Seabrook, TX | Nov 2018 - May 2020 | 1 |
| Bbva Wealth Solutions Inc. | Seabrook, TX | Nov 2018 - May 2020 | 1 |
| J.p. Morgan Chase | Beaumont, TX | Jan 2008 - Nov 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
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- TX
-
Total Assets Under Management229MILLIONS
-
Total Number of Accounts2,835ACCOUNTS
-
Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, 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.