Joseph KantakevichCRD Number: 5624294
Current Firm: Eaglestone Wealth Advisors, Inc.
Joseph Kantakevich (CRD# 5624294) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has over 8 years of experience in the finance industry. Joseph Kantakevich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Jwk Financial Group||Rockville, MD||Feb 2014 - Current||3|
|Eaglestone Wealth Advisors, Inc.||Rockville, MD||Jun 2012 - Current||5|
|Triad Advisors, Inc.||Norcross, GA||Aug 2011 - Current||6|
|Wells Fargo Advisors||Bethesda, MD||Dec 2008 - Aug 2011||2|
|Seattle Mariners Baseball Club||Seattle, WA||Jun 2006 - Sep 2008||2|
|College Of William And Mary||Williamsburg, VA||Jan 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management111MILLIONS
Total Number of Accounts344ACCOUNTS
Average Account Value$323,228
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)