Joseph Seep & Associates, LLC

Joseph Seep & Associates, LLC (CRD# 117256) is a financial advisory firm headquartered in Tempe, AZ. They manage $5,327,802 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $665,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Joseph Seep & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph G. Seep
CRD#: 2328661
4500 S. Lakeshore Dr #280, Tempe, AZ 85282
96
Wealthminder
score

Joseph Seep (CRD# 2328661) is an Investment Advisor Representative working at Joseph Seep & Associates, LLC in Tempe, AZ and has over 23 years of experience in the finance industry. Joseph Seep has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.