Joseph Strike (CRD# 4824633) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 19 years of experience in the finance industry. Joseph Strike 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.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Jan 2024 - Current | < 1 |
| Triad Hybrid Solutions | Norcross, GA | Jan 2024 - Current | < 1 |
| Ameriprise Financial Services, Inc. | Colorado Springs, CO | Jun 2019 - Jan 2024 | 4 |
| Securities America, Inc. | Chesterfield, MO | Jan 2019 - May 2019 | < 1 |
| Arbor Point Advisors | Chesterfield, MO | Jan 2019 - May 2019 | < 1 |
| Ameriprise Financial Services, Inc. | Chesterfield, MO | Dec 2014 - Jan 2019 | 4 |
| Edward Jones | St Louis, MO | Aug 2014 - Dec 2014 | < 1 |
| Ameriprise Financial Services, Inc. | Chicago, IL | Jul 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- CO
- TX
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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