Joseph Harsel
CRD Number: 5867236Current 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.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Timonium, MD | Jan 2011 - Current | 13 |
| Social Impact Partners, LLC | Cockeysville, MD | Jan 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- CA
- CO
- DE
- DC
- FL
- MD
- NC
- PA
- VA
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Other
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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