Joel Haworth (CRD# 7494945) is an Investment Advisor Representative working at Capstone Triton Financial Group LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Triton Financial Group LLC | Oklahoma City, OK | Jan 2022 - Current | 1 |
| Waste Connections | Oklahoma City, OK | Jun 2020 - Jan 2022 | 1 |
| Listerhill Credit Union | Muscle Shoals, AL | Jul 2018 - Jun 2020 | 1 |
| Northeast Mississippi Community College | Booneville, MS | Aug 2015 - Jun 2020 | 4 |
| Lowe's Home Improvement | Muscle Shoals, AL | Dec 2015 - Jul 2018 | 2 |
| United States Navy | Camp Lejeune, NC | Jul 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- OK
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts1,011ACCOUNTS
-
Average Account Value$274,821
- 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
- Pension consulting services
AZ, CA, CO, FL, LA, OK, TX
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