Joseph QueryCRD Number: 4952284
Current Firm: Independence Wealth Advisors, LLC
Joseph Query (CRD# 4952284) is an Investment Advisor Representative working at Independence Wealth Advisors, LLC in Independence, OH and has over 18 years of experience in the finance industry. Joseph Query 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.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Independence Wealth Advisors, LLC||Independence, OH||May 2020 - Current||3|
|Independence Wealth Advisors||Independence, OH||Jul 2018 - Current||5|
|Strategic Wealth Partners||Independence, OH||Jan 2016 - Jul 2018||2|
|Unemployed||Beachwood, OH||Feb 2015 - Jan 2016||< 1|
|Td Ameritrade Inc.||Beachwood, OH||Jan 2013 - Feb 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management100MILLIONS
Total Number of Accounts718ACCOUNTS
Average Account Value$138,943
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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