Joseph Christianson (CRD# 6102763) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Houston, TX and has over 11 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assuredpartners Investment Advisors, LLC | Houston, TX | Feb 2024 - Current | < 1 |
| Kestra Investment Services, LLC | Housotn, TX | Nov 2018 - Current | 5 |
| Kestra Advisory Services, LLC | Houston, TX | Nov 2018 - Current | 5 |
| Kestra Investment Services | Austin, TX | Oct 2019 - Feb 2024 | 4 |
| Kestra Advisory Services | Austin, TX | Oct 2019 - Feb 2024 | 4 |
| The Mid-continent Companies, Ltd. | Houston, TX | Jan 2017 - Oct 2019 | 2 |
| Ubs Financial Services Inc. | The Woodlands, TX | May 2014 - Jan 2017 | 2 |
| Invesco Distributors, Inc. | Houston, TX | Feb 2014 - May 2014 | < 1 |
| Invesco Advisers, Inc. | Atlanta, GA | Feb 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- TX
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Total Assets Under Management179MILLIONS
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Total Number of Accounts601ACCOUNTS
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Average Account Value$297,898
- 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
- 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
- Other
AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WV, WY
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