Joseph Garry (CRD# 7320294) is an Investment Advisor Representative working at Denver Wealth Management, Inc. in Greenwood Village, CO and has 1 year of experience in the finance industry. Joseph Garry 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Denver Wealth Management, Inc. | Greenwood Village, CO | Nov 2023 - Current | < 1 |
| Northwestern Mutual Investment Services LLC | Cincinnati, OH | Jun 2022 - Aug 2023 | 1 |
| Northwestern Mutual Life Insurance Company | Cincinnati, OH | May 2021 - Aug 2023 | 2 |
| Ohio University | Athens, OH | Aug 2018 - May 2022 | 3 |
| Hummingbird Outdoor Services | Amelia, OH | Jun 2020 - Aug 2020 | < 1 |
| Swimsafe Pool Management | Loveland, OH | May 2016 - Aug 2019 | 3 |
| Walnut Hils High School | Cincinnati, OH | Aug 2014 - May 2018 | 3 |
| Cincinnati Recreation Commission | Cincinnati, OH | May 2015 - Aug 2015 | < 1 |
- CO
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Total Assets Under Management373MILLIONS
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Total Number of Accounts2,125ACCOUNTS
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Average Account Value$175,339
- 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
- Pension consulting services
AZ, CA, CO, FL, KS, MN, NE, NM, NV, OR, SD, TX, VA, WA
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