Joseph BirchCRD Number: 6390613
Current Firm: Legacy Wealth Management Inc.
Joseph Birch (CRD# 6390613) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 2 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Legacy Wealth Management||Memphis, TN||Aug 2014 - Current||2|
|University Of Memphis||Memphis, TN||Dec 2013 - May 2014||< 1|
|University Of Memphis Law School||Memphis, TN||Aug 2011 - May 2014||2|
|Orion Fed Credit Union||Memphis, TN||Aug 2013 - Nov 2013||< 1|
|Alsac||Memphis, TN||Jun 2013 - Jul 2013||< 1|
|Christian Brothers University||Memphis, TN||Sep 2007 - May 2011||3|
|Medtronic||Memphis, TN||Jun 2010 - Oct 2010||< 1|
|The Peabody Hotel||Memphis, TN||May 2008 - Jun 2010||2|
|White Station High School||Memphis, TN||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management1,019MILLIONS
Total Number of Accounts2,443ACCOUNTS
Average Account Value$417,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, CA, FL, GA, LA, MO, MS, NC, NY, SC, TN, TX
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