Joseph Calhoun (CRD# 5404983) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 7 years of experience in the finance industry.
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 4276969
SRI Investing
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Symphonic Financial Advisors | Kansas City, MO | Jun 2012 - Current | 5 |
| Symphonic Securities LLC | Kansas City, MO | Jun 2012 - Current | 5 |
| Renaissance Financial | Leawood, KS | Sep 2009 - Jun 2012 | 2 |
| Minnesota Life Insurance Co | St Paul, MN | Sep 2009 - Jun 2012 | 2 |
| Securian Financial Services Inc. | St Paul, MN | Sep 2009 - Jun 2012 | 2 |
| Ogs | Kansas City, MO | Apr 2009 - Aug 2009 | < 1 |
| Nuveen Investments | Chicago, IL | Sep 2008 - Jan 2009 | < 1 |
| Agami | Chicago, IL | May 2008 - Oct 2008 | < 1 |
| Smith Barney | Chicago, IL | Jan 2008 - Jun 2008 | < 1 |
| Loyola University | Chicago, IL | Aug 2004 - May 2008 | 3 |
| The Pumping Company | Chicago, IL | Jul 2007 - Jan 2008 | < 1 |
| New York Life | Deerfield, IL | Jun 2007 - Aug 2007 | < 1 |
| Holland America, Inc. | Anchorage, AK | May 2006 - Aug 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- AR
- IL
- KS
- MO
- TX
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Total Assets Under Management126MILLIONS
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Total Number of Accounts1,702ACCOUNTS
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Average Account Value$74,029
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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