Joy Mead (CRD# 1730787) is an Investment Advisor Representative working at Mead Wealth Management LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Dominion Capital Corp. | Vero Beach, FL | Dec 2023 - Current | < 1 |
| Mead Wealth Management LLC | Vero Beach, FL | Mar 2019 - Current | 5 |
| Mead Global Financial Services, LLC | Vero Beach, FL | Dec 2017 - Current | 6 |
| Hollister Associates, LLC | Mt. Pleasant, SC | Nov 2020 - Mar 2022 | 1 |
| First Dominion Capital Corp. | Vero Beach, FL | Jun 2019 - Jun 2020 | 1 |
| Unemployed/homemaker | Vero Beach, FL | Aug 2017 - Nov 2017 | < 1 |
| Raymond James Financial Services Advisors Inc. | Vero Beach, FL | Jul 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
- FL
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$283,503
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.