Joseph Delmonte (CRD# 4940658) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 8 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6266643
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accelerated Wealth Advisors, LLC | Colorado Springs, CO | Aug 2017 - Current | 5 |
| Accelerated Wealth Advisors LLC | Huntersville, NC | Jan 2015 - Current | 8 |
| Vape House | Huntersville, NC | Jul 2014 - Current | 8 |
| Accelerated Wealth, LLC | Huntersville, NC | Apr 2016 - Aug 2017 | 1 |
| Accelerated Wealth, LLC | Huntersville, NC | Jul 2014 - Apr 2016 | 1 |
| Online Trading Academy | Huntersville, NC | Apr 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- NC
- TX
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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