Joseph Cearlock (CRD# 2498938) is an Investment Advisor Representative working at Avantax Advisory Services in Vandalia, IL and has over 29 years of experience in the finance industry.
CRD# 6383147
Edward Jones
CRD# 4395909
Securities America Advisors, Inc.
CRD# 4121384
Benjamin F. Edwards & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Vandalia, IL | Jan 2016 - Current | 8 |
| Joseph Cearlock | Vandalia, IL | Jan 2005 - Current | 19 |
| Avantax Advisory Services | Vandalia, IL | Jul 1995 - Current | 28 |
| Avantax Investment Services, Inc. | Vandalia, IL | May 1994 - Current | 29 |
| Lcb Cpas & Advisors, Ltd | Vandalia, IL | Jun 1985 - Current | 38 |
| Luallen, Cearlock Barth & Burnam, Ltd. | Vandalia, IL | Jun 1985 - Current | 38 |
| Estate Of Evelyn Louise Adcock | Vandalia, IL | Sep 2018 - Dec 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- IL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- 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, 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, VT, WA, WI, WV, WY
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