Joseph Webster (CRD# 7255486) is an Investment Advisor Representative working at Avantax Advisory Services in Baytown, TX and has over 2 years of experience in the finance industry. Joseph Webster 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.
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
CRD# 4928336
Worthen Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Baytown, TX | Jan 2024 - Current | < 1 |
| Bcor Administrative Services LLC | Baytown, TX | Jan 2024 - Current | < 1 |
| Integrated Tax And Wealth Strategies | Baytown, TX | Feb 2023 - Current | 1 |
| Avantax Investment Services Inc. | Baytown, TX | Sep 2021 - Current | 2 |
| Avantax Advisory Services | Baytown, TX | Sep 2021 - Current | 2 |
| Avantax Insurance Agency, LLC | Baytown, TX | May 2021 - Current | 2 |
| Davis & Associates Cpa Firm | Baytown, TX | Apr 2021 - Current | 3 |
| Starbucks | Houston, TX | Apr 2016 - Current | 8 |
| The Texas Financial Group | Houston, TX | Jun 2020 - Aug 2020 | < 1 |
| Unemployed | Houston, TX | Jan 2016 - Mar 2016 | < 1 |
| University Of Houston | Houston, TX | Mar 2015 - Dec 2015 | < 1 |
| University Of Houston | Houston, TX | Aug 2014 - Dec 2015 | 1 |
| Woods Charter | Chapel Hill, NC | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.