Joseph Wildasin (CRD# 6921038) is an Investment Advisor Representative working at Element Wealth Advisors in Hanover, PA and has over 7 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 2281395
Raymond James & Associates, Inc.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Element Risk Wealth Advisors LLC | Hanover, PA | Oct 2020 - Current | 3 |
Element Risk Management LLC | Hanover, PA | Aug 2020 - Current | 3 |
Joe's Golf Shop | Hanover, PA | Jan 2015 - Current | 9 |
Southwestern School District | Hanover, PA | Jul 2013 - Current | 10 |
Element Risk Wealth Advisors LLC | Hanover, MD | Oct 2020 - Jan 2023 | 2 |
Barrick Financial Inc. | Hanover, PA | Jul 2018 - Oct 2020 | 2 |
Barrick & Associates, Inc. | Hanover, PA | Dec 2015 - Jul 2020 | 4 |
South Hills Golf Club | Hanover, PA | Jan 2015 - Dec 2015 | < 1 |
South Hills Golf Club | Hanover, PA | Mar 2007 - Dec 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- MD
- PA
- VA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$70,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD, PA, VA
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