1. Wealthminder
  2. Fargo, ND
Joseph Georges, financial advisor Fargo ND
93 score

Joseph Georges

CRD Number: 6189659
Current Firm: Waddell & Reed

Joseph Georges (CRD# 6189659) is an Investment Advisor Representative working at Waddell & Reed in Fargo, ND and has over 4 years of experience in the finance industry. Joseph Georges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capital Financial Services, Inc. Minot, ND Jan 2017 - Current 1
Waddell & Reed, Inc. Fargo, ND May 2013 - Dec 2016 3
Food Industry Safeguard Fargo, ND Aug 2011 - May 2013 1
Nash Finch Fargo, ND Feb 2000 - Aug 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Joseph A. Georges
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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