Joseph Fors (CRD# 6590585) is an Investment Advisor Representative working at Financial Advocates Investment Management in Port Angeles, WA and has over 7 years of experience in the finance industry.
CRD# 2191836
D.a. Davidson & Company
CRD# 5169052
Edward Jones
CRD# 5461073
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Advocates Investment Management | Port Angeles, WA | Jul 2016 - Current | 7 |
Lpl Financial, LLC | Port Angeles, WA | Dec 2015 - Current | 8 |
Financial Advocates Investment Management | Port Angeles, WA | Feb 2016 - Jul 2016 | < 1 |
Bruch & Bruch Construction, Inc. | Port Angeles, WA | Oct 2012 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- TX
- WA
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Total Assets Under Management3,581MILLIONS
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Total Number of Accounts20,722ACCOUNTS
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Average Account Value$172,811
- 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
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, 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, WY
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