Joseph Craw (CRD# 1816387) is an Investment Advisor Representative working at Planmember Securities Corporation in Frederick, MD and has over 36 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joe Craw Retirement Planning | Frederick, MD | Mar 2012 - Current | 12 |
| Planmember Securities Corporation | Carpinteria, CA | Sep 2008 - Current | 15 |
| Prepaid Legal Services, Inc. | Frederick, MD | Sep 1995 - Current | 28 |
| Joseph A. Craw | Frederick, MD | Jan 1995 - Current | 29 |
| Paladin Advisor Group | Frederick, MD | Oct 2013 - Feb 2016 | 2 |
| Everbank | Jacksonville, FL | Jun 2005 - Feb 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
- MD
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, VT, WA, WI, WV, WY
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