Joseph Harsel, financial advisor Linthicum Heights MD

Joseph Harsel

CRD Number: 5867236
Current Firm: Valic Financial Advisors, Inc.
Compensation Model: Both

Joseph Harsel CFP® (CRD# 5867236) is a Certified Financial Planner™ and an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 7 years of experience in the finance industry. 

 

He has extensive history working with individuals and families- particularly those who work in the non-profit or human services field. 

 

His area of specialty is wholistic financial planning, with an emphasis on "values based", goal oriented planning for individuals and their families. 

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Linthicum, MD Jan 2011 - Current 8
Social Impact Partners, LLC Cockeysville, MD Jan 2009 - Current 10
Erickson Retirement Communities Catonsville, MD Jul 2003 - Jan 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Joseph S. Harsel
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • DE
  • DC
  • PA
  • VA
  • MD
  • FL
By the Numbers
  • Total Assets Under Management
    17,630
    MILLIONS
  • Total Number of Accounts
    377,404
    ACCOUNTS
  • Average Account Value
    $46,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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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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