![Joseph Henderson, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
Joseph Henderson (CRD# 2315072) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry. Joseph Henderson 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.
![Thomas Walsh, CFA, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
![Ted Abner, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 6208290
Fidelity Personal And Workplace Advisors
![Phillip Abshire, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 2667585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Johnson Investment Counsel, Inc. | Cincinnati, OH | Jun 2019 - Current | 4 |
Johnson Investment Counsel, Inc. | Cincinnati, OH | May 2019 - Current | 5 |
Vintage Financial Services, LLC | Ann Arbor, MI | Sep 2009 - May 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1993 |
S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management18,609MILLIONS
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Total Number of Accounts15,436ACCOUNTS
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Average Account Value$1,205,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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