
Joseph Calhoun (CRD# 5404983) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- AR
- IL
- KS
- MO
- TX
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts1,541ACCOUNTS
-
Average Account Value$85,615
- 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, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.