Joseph Davis (CRD# 4900161) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in West Haven, UT and has over 19 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2022 - Current | 2 |
| Beam Wealth Advisors, Inc. | West Haven, UT | Nov 2015 - Current | 8 |
| Securities America Inc. | West Haven, UT | Nov 2015 - Apr 2022 | 6 |
| Axa Advisors, LLC | New York, NY | Jan 2005 - Nov 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- TX
- UT
-
Total Assets Under Management577MILLIONS
-
Total Number of Accounts2,656ACCOUNTS
-
Average Account Value$217,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY
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