Joanne DeatonCRD Number: 1429844
Current Firm: Capital Asset Advisory Services, LLC
Joanne Deaton (CRD# 1429844) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Haslett, MI and has over 30 years of experience in the finance industry. Joanne Deaton 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.
Ryzome Investment Advisors
Ameriprise Financial Services, Inc.
|Wfg Investments, Inc.||North Chesterfield, VA||May 2015 - Current||1|
|Capital Asset Advisory Services, LLC||Richmond, VA||Jan 2011 - Current||5|
|Cg Financial Services Of Virginia, LLC||Richmond, VA||Jan 2010 - Current||6|
|Deaton Financial Consultants, Inc.||Richmond, VA||May 1985 - Current||31|
|Invest Financial Corporation||Richmond, VA||Feb 2009 - May 2015||6|
|Royal Alliance Associates, Inc.||Richmond, VA||Sep 1987 - Feb 2009||21|
|Deaton Investment Strategies, Inc.||Richmond, VA||May 1985 - Feb 2009||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Jun 1992|
Total Assets Under Management1,122MILLIONS
Total Number of Accounts10,016ACCOUNTS
Average Account Value$111,979
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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