Joe Zimmerman (CRD# 4166741) is an Investment Advisor Representative working at Investment Research Corp in Houston, TX and has over 23 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Capital Brokerage, Inc. | Denver, CO | Jan 2021 - Current | 3 |
| Investment Research Corporation | Denver, CO | Jan 2021 - Current | 3 |
| Sa Stone Wealth Management Inc. | Birmingham, AL | Dec 2019 - Dec 2020 | 1 |
| Sa Stone Investment Advisors Inc. | Birmingham, AL | Dec 2019 - Dec 2020 | 1 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | Nov 2001 - Dec 2019 | 18 |
| Eqis Institutional, Inc. | Houston, TX | Aug 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
- FL
- TX
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$346,813
- 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")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV
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