Joanne Bear (CRD# 3170988) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsport, TN and has over 19 years of experience in the finance industry.
CRD# 2359893
Gaam Wealth Advisors, Inc.
Score
103
CRD# 5852789
Cwm, LLC
Score
97
CRD# 4780060
Integrity Capital Management
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Charlotte, NC | May 2012 - Current | 5 |
| Citizens Bank | Manton, MI | May 2012 - Oct 2012 | < 1 |
| Fifth Third Securities | Cadillac, MI | Jan 2011 - May 2012 | 1 |
| Lpl Financial Corporation | Mesick, MI | Mar 2008 - Jan 2011 | 2 |
| Ifmg Securities, Inc. | Manton, MI | Nov 2004 - Jan 2011 | 6 |
| Citizens Bank | Manton, MI | Oct 1999 - Jan 2011 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- NC
- TN
-
Total Assets Under Management117,248MILLIONS
-
Total Number of Accounts551,780ACCOUNTS
-
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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