Joseph McAdams (CRD# 2173886) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Diamond Bar, CA and has over 31 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anworth Management LLC | El Segundo, CA | Jan 2012 - Current | 12 |
| Pia Mutual Funds | El Segundo, CA | Jun 1996 - Current | 27 |
| Pacific Income Advisers, Inc. | El Segundo, CA | Jun 1986 - Current | 37 |
| Syndicated Capital, Inc. | Diamond Bar, CA | Feb 1986 - Current | 38 |
| Anworth Mortgage | Santa Monica, CA | Oct 1997 - Dec 2021 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
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- CA
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Total Assets Under Management115MILLIONS
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Total Number of Accounts436ACCOUNTS
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Average Account Value$264,494
- 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
CA, HI, NJ, OH, OR, PA, VA, WA
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