Joseph HarselCRD 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.
Commonwealth Financial Network
Aegis Wealth Management LLC
Planning Solutions Group, LLC
|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|
Total Assets Under Management17,630MILLIONS
Total Number of Accounts377,404ACCOUNTS
Average Account Value$46,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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