Joseph Houk (CRD# 7455119) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockwood Wealth Management | New Hope, PA | Oct 2021 - Current | 2 |
| Rockwood Wealth Management | New Hope, PA | Oct 2021 - Current | 2 |
| Pnc Vendor Finance | Horsham, PA | Oct 2020 - Sep 2021 | < 1 |
| Milwaukee School Of Engineering | Milwaukee, WI | Sep 2019 - Oct 2020 | 1 |
| Reading Royals | Reading, PA | Dec 2018 - Sep 2019 | < 1 |
| Greenville Swamp Rabbits | Greenville, SC | Jan 2016 - Dec 2018 | 2 |
| Manchester Monarchs | Manchester, NH | Oct 2015 - Jan 2016 | < 1 |
| Toledo Walleye | Toledo, OH | Sep 2014 - Jul 2015 | < 1 |
| Umass Lowell | Lowell, MA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- PA
-
Total Assets Under Management1,776MILLIONS
-
Total Number of Accounts3,935ACCOUNTS
-
Average Account Value$451,236
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, ID, IL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.