Joseph Thaman (CRD# 4918600) is an Investment Advisor Representative working at Mutual Advisors, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Securities, Inc. | Camarillo, CA | Sep 2020 - Current | 3 |
Mutual Advisors, LLC | Casper, WY | Sep 2020 - Current | 3 |
Affton Athletic Association | St. Louis, MO | May 2017 - Current | 6 |
Arch Brokerage, Inc. | St. Louis, MO | Jan 2017 - Current | 7 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2008 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- MO
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Total Assets Under Management5,306MILLIONS
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Total Number of Accounts20,842ACCOUNTS
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Average Account Value$254,582
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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