Joseph EsparragueraCRD Number: 6382701
Current Firm: Rebalance Inc.
Joseph Esparraguera (CRD# 6382701) is an Investment Advisor Representative working at Rebalance Inc. in Palo Alto, CA and has over 3 years of experience in the finance industry.
Three Bell Capital LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Rebalance Inc.||Bethesda, MD||Jul 2014 - Current||3|
|Je Consulting||Gaithersburg, MD||Apr 2014 - Current||3|
|Resolvit Resources LLC||Vienna, VA||Jul 2012 - Mar 2014||1|
|Palace Laundry Inc.||Washington, DC||Jan 2009 - Jul 2012||3|
|Prematics Inc.||Vienna, VA||Aug 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management334MILLIONS
Total Number of Accounts743ACCOUNTS
Average Account Value$449,529
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, NM, NY, OH, OR, PA, TX, VA, WA
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.