Joseph Mann (CRD# 1742850) is an Investment Advisor Representative working at Independent Financial Partners in Savannah, GA and has over 36 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ifp Securities, LLC | Tampa, FL | Nov 2022 - Current | 1 |
Independent Financial Partners | Tampa, FL | Nov 2022 - Current | 1 |
Mann Broxson Associates | Atlanta, GA | Oct 1983 - Current | 40 |
Concorde Investment Services, LLC | Troy, MI | Jan 2015 - Nov 2022 | 7 |
Concorde Asset Management, LLC | Troy, MI | Jan 2015 - Nov 2022 | 7 |
Kovack Securities Inc. | Marietta, GA | Oct 2014 - Dec 2014 | < 1 |
Resource Horizons Group LLC | Marietta, GA | Jan 2010 - Dec 2014 | 4 |
Resource Horizons Investment Advisory | Marietta, GA | Jan 2010 - Dec 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1987 |
S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- AL
- CA
- CT
- FL
- GA
- KY
- NJ
- NC
- PA
- SC
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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