Joseph VerissimoCRD Number: 5514835
Current Firm: Inspire
Joseph Verissimo (CRD# 5514835) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 9 years of experience in the finance industry.
Rnp Advisory Services, Inc.
Cambridge Investment Research Advisors, Inc.
Johanson Financial Advisors, Inc.
|Cmw Advisors, LLC||Hollister, CA||Jul 2015 - Current||2|
|Cfd Investments||Kokomo, IN||Jul 2015 - Current||2|
|Creative Financial Designs||Kokomo, IN||Jul 2015 - Current||2|
|Next Financial Group Inc.||Houston, TX||Feb 2012 - Jul 2015||3|
|Wells Fargo Advisors LLC||Hollister, CA||May 2010 - Feb 2012||1|
|Wells Fargo Bank, N.a.||Hollister, CA||Jul 2006 - Feb 2012||5|
|Wells Fargo Investments, LLC||Hollister/salinas, CA||Apr 2008 - Apr 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management56MILLIONS
Total Number of Accounts374ACCOUNTS
Average Account Value$149,323
- 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 investment companies (as well as "business development companies")
- Pension consulting services
CA, HI, IN, KY, LA, MI, MO, OH, OK, TN, TX, VA