Joseph Calhoun (CRD# 6675703) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Highlands Ranch, CO and has over 7 years of experience in the finance industry. Joseph Calhoun 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.
CRD# 2520368
Ubs Financial Services Inc.
CRD# 1130816
Lpl Financial LLC
CRD# 5400593
Empower Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quotient Wealth Partners, LLC | Highlands Ranch, CO | Sep 2023 - Current | < 1 |
| Goldman Sachs Personal Financial Management | Denver, CO | Sep 2021 - Aug 2023 | 1 |
| Lpl Financial LLC | Denver, CO | Oct 2019 - Sep 2021 | 1 |
| Victory Capital Advisers | Brooklyn, OH | Jul 2016 - Oct 2019 | 3 |
| Arcelormittal | Philadelphia, PA | Jun 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- CO
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Total Assets Under Management3,117MILLIONS
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Total Number of Accounts6,209ACCOUNTS
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Average Account Value$501,972
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, NC, NJ, NY, OK, SC, TX, WA
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