Joseph Macias (CRD# 7387080) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mauldin, SC and has 1 year of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Shellpoint Mortgage Servicing | Greenville, SC | May 2019 - May 2021 | 2 |
| Turnkey Financial | Greer, SC | Apr 2018 - May 2019 | 1 |
| North Greenville University | Tigerville, SC | Aug 2017 - May 2019 | 1 |
| Autozone | Greenville, SC | Aug 2016 - Apr 2018 | 1 |
| Greenville Technical College | Greenville, SC | Aug 2015 - May 2017 | 1 |
| Pivotal Fitness | Taylors, SC | May 2015 - Aug 2016 | 1 |
| Old Navy | Greenville, SC | Nov 2015 - Jan 2016 | < 1 |
| Riverside Highschool | Greer, SC | Aug 2011 - May 2015 | 3 |
| Miscellaneous Lawn Care/landscaping | Greenville, SC | Apr 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- SC
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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