![Joseph Davies, financial advisor Greenville SC](/img/ws/profile-blank-sq.png)
Joseph Davies (CRD# 7864156) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Greenville, SC and has 1 year of experience in the finance industry.
![Danielle Harmon, financial advisor Greenville SC](/img/ws/profile-blank-sq.png)
CRD# 5253310
Boundless Financial
![John Alexander, financial advisor Greenville SC](/img/ws/profile-blank-sq.png)
CRD# 4456936
Apex Capital Management LLC
![Robert Allamon, financial advisor Greenville SC](/img/ws/profile-blank-sq.png)
CRD# 6162753
Brookstone Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Jan 2024 - Current | < 1 |
Stewart Smith Financial | Greenville, SC | Sep 2022 - Current | 1 |
Family First Life | Spartanburg, SC | Jul 2023 - Sep 2023 | < 1 |
Momentvs Solar | Rancho Cucamonga, CA | May 2022 - May 2023 | 1 |
Student | Hartsville, SC | Aug 2019 - May 2022 | 2 |
Verde Restaurants | Mount Pleasant, SC | Aug 2016 - Aug 2021 | 5 |
Student | Mount Pleasant, SC | Aug 2013 - May 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- SC
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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