Joseph ThamanCRD Number: 4918600
Current Firm: Mutual Advisors, LLC
Joseph Thaman (CRD# 4918600) is an Investment Advisor Representative working at Mutual Advisors, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Mutual Securities, Inc.||Camarillo, CA||Sep 2020 - Current||1|
|Mutual Advisors, LLC||Casper, WY||Sep 2020 - Current||1|
|Affton Athletic Association||St. Louis, MO||May 2017 - Current||4|
|Arch Brokerage, Inc.||St. Louis, MO||Jan 2017 - Current||5|
|Vertical Financial, LLC||St. Louis, MO||Apr 2018 - Sep 2020||2|
|Resources Investment Advisors||Overland Park, KS||Apr 2018 - Sep 2020||2|
|Triad Advisors LLC||Norcross, GA||Apr 2018 - Aug 2020||2|
|The Capital Group, LLC||St. Louis, MO||Sep 2017 - Apr 2018||< 1|
|John Burroughs School||St. Louis, MO||Mar 2017 - May 2017||< 1|
|Extended Travel||St. Louis, MO||Mar 2013 - Jan 2017||3|
|Metropolitan Life Ins Co||Westchester, IL||Jan 2005 - Mar 2013||8|
|Metlife Securities, Inc.||Westchester, IL||Jan 2005 - Mar 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management3,593MILLIONS
Total Number of Accounts12,395ACCOUNTS
Average Account Value$289,864
- 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)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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