Joseph Wilder, financial advisor Fort Washington PA
96 score

Joseph Wilder

CRD Number: 4579175
Current Firm: Lincoln Investment

Joseph Wilder (CRD# 4579175) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 15 years of experience in the finance industry. Joseph Wilder 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Memphis, TN Jun 2012 - Current 5
Capital Analysts Incorporated Cincinnati, OH Mar 2009 - Current 9
Cfh Financial Memphis, TN Feb 2009 - Current 9
Minnesota Life St. Paul, MN Aug 2002 - Feb 2009 6
Securian Financial Services Inc. St. Paul, MN Aug 2002 - Feb 2009 6
J.h. Shoemaker And Company Germantown, TN Aug 2002 - Feb 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Joseph L. Wilder
Phone Number: 215-887-8111
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    6,294
    MILLIONS
  • Total Number of Accounts
    109,798
    ACCOUNTS
  • Average Account Value
    $57,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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