Joseph Bray (CRD# 7730414) is an Investment Advisor Representative working at Miner Wealth Management in Acworth, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Miner Wealth Management | Raleigh, NC | Jul 2023 - Current | < 1 |
| Moore Colson Cpas And Advisors | Atlanta, GA | May 2017 - Current | 6 |
| Miner Wealth Management | Raleigh, NC | Apr 2023 - Jul 2023 | < 1 |
| Arysta Lifescience | Cary, NC | Sep 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- NC
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$137,005
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NC, TX
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