Joseph Andersen (CRD# 1378809) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Bel Air, MD and has over 27 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3068985
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | Bel Air, MD | Jul 2008 - Current | 15 |
| Independent Advisers Group Corp | Bel Air, MD | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
- MD
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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, VI, VT, WA, WI, WV, WY
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