Joseph Shaefer (CRD# 419496) is an Investment Advisor Representative working at Stanford Wealth Management in Incline Village, NV and has over 43 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pti Securities & Futures L. P. | Incline Village, NV | Apr 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1980 |
- NV
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$340,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NV
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