Joseph Abro (CRD# 6880560) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester Hills, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| N/a | Clinton Township, MI | Aug 2020 - Current | 3 |
| Mhsaa/ncaa | East Lansing, MI | Mar 2018 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Rochester Hills, MI | Feb 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Rochester Hills, MI | Nov 2017 - Current | 5 |
| Christopher Capital Management, LLC | Rochester Hills, MI | Nov 2017 - Current | 5 |
| Joe Abro Law Group | Rochester Hills, MI | Oct 2016 - Current | 7 |
| Silverstone Real Estate | Washington, MI | Jan 2017 - Sep 2019 | 2 |
| Umemployed | Rochester Hills, MI | Jun 2016 - Dec 2016 | < 1 |
| Student | East Lansing, ME | Aug 2013 - May 2016 | 2 |
| Law Office Of Ray Casso | Farmington Hills, MI | May 2015 - Aug 2015 | < 1 |
| Kilpatrick And Associates | Auburn Hills, MI | Oct 2014 - Nov 2014 | < 1 |
| Law Office Of Ray Casso | Farmington Hills, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- MI
- TX
-
Total Assets Under Management245,249MILLIONS
-
Total Number of Accounts932,793ACCOUNTS
-
Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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.