Joseph Karp (CRD# 2731692) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Gaines Financial Group Dba Karp Financial Services, Inc. | Palm Beach Gardens, FL | Nov 2015 - Current | 8 |
Karp Financial Services, Inc. | Palm Beach Gardens, FL | Feb 2002 - Current | 22 |
Joseph S. Karp, P.a. | Palm Beach Gardens, FL | Jul 1988 - Current | 35 |
Next Financial Group, Inc. | Palm Beach Gardents, FL | Feb 2002 - Mar 2015 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1996 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- FL
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Total Assets Under Management5,084MILLIONS
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Total Number of Accounts21,345ACCOUNTS
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Average Account Value$238,186
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
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