Joe Dike (CRD# 5215404) is an Investment Advisor Representative working at Avantax Advisory Services in New Boston, TX and has over 17 years of experience in the finance industry.
CRD# 5847302
Edward Jones
CRD# 4197193
Raymond James Financial Services Advisors, Inc.
CRD# 1873198
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intuit | Mountain View, CA | Jan 2020 - Current | 4 |
| Avantax Insurance Agency, LLC | New Boston, TX | Mar 2015 - Current | 9 |
| Avantax Advisory Services | New Boston, TX | Jan 2007 - Current | 17 |
| Avantax Investment Services, Inc. | New Boston, TX | Aug 2006 - Current | 17 |
| Rental Property | New Boston, TX | Oct 1996 - Current | 27 |
| Joe H Dike Cpa/pfs | New Boston, TX | Jan 1990 - Current | 34 |
| New Boston Special Industrial Development Corporat | New Boston, TX | May 2017 - May 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- 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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