Joshua Joiner, financial advisor Houston TX

Joshua Joiner

CRD Number: 5561257
Current Firm: Vere Global Wealth Management
Compensation Model: Fee Only
Joshua Joiner (CRD# 5561257) is an Investment Advisor Representative working at Vere Global Wealth Management in Houston, TX and has over 8 years of experience in the finance industry.
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Company Name Location Dates Years
Vere Asset Management Houston, TX Aug 2013 - Current 6
Mml Investors Services Houston, TX Jan 2010 - Current 9
Massmutual Life Insurance Company Houston, TX Oct 2009 - Aug 2013 3
Ameriprise Financial Services Houston, TX Aug 2008 - Sep 2009 1
Yesterday's Business Computers Houston, TX Jul 2007 - Aug 2008 1
Food Glorious Food Tallahassee, FL Sep 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Joshua J. Joiner
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $126,317
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, PA, TN, TX

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Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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