Joe RowlandCRD Number: 1884662
Current Firm: Raymond James & Associates, Inc.
Joe Rowland (CRD# 1884662) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Nashville, TN and has over 29 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Raymond James & Associates, Inc.||Nashville, TN||Oct 2007 - Current||10|
|Ubs||Nashville, TN||Sep 1988 - Oct 2007||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
- Customer Dispute
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)