Joseph Bautista (CRD# 6442802) is an Investment Advisor Representative working at Bautista Planning And Analytics, LLC in Sandy, OR and has over 9 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bautista Planning And Analytics, LLC | Sandy, OR | Jun 2016 - Current | 7 |
| First Command Financial Services | Fort Worth, TX | Jun 2015 - Feb 2019 | 3 |
| Washington Sports Club | Washington, DC | Jun 2014 - Jun 2015 | 1 |
| The Wealth And Health Coach, LLC | Washington, DC | Jun 2013 - Jun 2015 | 2 |
| First Command Advisory Services | Fort Worth, TX | Jan 2015 - May 2015 | < 1 |
| University Of The District Of Columbia | Washington, DC | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- OR
- TX
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$190,800
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
OR, TX
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