Joseph Witt (CRD# 6153037) is an Investment Advisor Representative working at Goldmark Financial Planners, LLC in Salem, OR and has over 11 years of experience in the finance industry. Joseph Witt 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# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belmont Books | Portland, OR | Jan 2018 - Current | 6 |
| The Farm Cafe | Portland, OR | Oct 2005 - Dec 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- OR
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Total Assets Under Management6MILLIONS
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Total Number of Accounts40ACCOUNTS
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Average Account Value$143,750
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR
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