Joseph ByersCRD Number: 3145897
Current Firm: Cetera Investment Advisers LLC
Joseph Byers (CRD# 3145897) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Wayne, IN and has over 18 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Cetera Investment Advisers LLC||Fort Wayne, IN||Jan 2014 - Current||3|
|Cetera Investment Services||St.cloud, MN||Jan 2013 - Current||4|
|Iab Financial Bank||Fort Wayne, IN||Oct 2012 - Current||4|
|Investment Centers Of America||Ft. Wayne, IN||Feb 2006 - Dec 2012||6|
|Grabill Bank||Fort Wayne, IN||Feb 2003 - Sep 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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