Joseph Bennett (CRD# 4860044) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Rock Hill, SC and has over 19 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Valley Advisor Group, Inc. | Rock Hill, SC | Aug 2016 - Current | 7 |
| Lpl Financial, LLC | Rock Hill, SC | Apr 2015 - Current | 9 |
| Independent Advisor Alliance, LLC | Rock Hill, SC | Apr 2015 - Jul 2016 | 1 |
| Invest Financial Corporation | Tampa, FL | Nov 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
| S63 | Uniform Securities State Law Examination | Oct 2004 |
- SC
-
Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- 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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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