Joseph Henderson (CRD# 6460231) is an Investment Advisor Representative working at Steward Advisors Group, LLC in Halfmoon, NY and has 1 year of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Advisors Group, LLC | Half Moon, NY | Mar 2024 - Current | < 1 |
Independent Contractor | Dahlonega, GA | May 2023 - Mar 2024 | < 1 |
Ronald Blue & Company Cpas | Atlanta, GA | Nov 2021 - May 2023 | 1 |
Jon W. Newcomer Cpa, P.c. | Cumming, GA | Feb 2020 - Aug 2021 | 1 |
Fill Ministries | Cumming, GA | Jul 2019 - Jan 2020 | < 1 |
Independent Contractor | Dahlonega, GA | Aug 2017 - Jul 2019 | 1 |
Guestdna | Lawrenceville, GA | Apr 2017 - Aug 2017 | < 1 |
Batescarter | Gainesville, GA | Jan 2017 - Apr 2017 | < 1 |
Mansfield Oil Company | Gainesville, GA | Jun 2015 - Dec 2016 | 1 |
Green Financial Resources | Duluth, GA | Feb 2015 - Jun 2015 | < 1 |
University Of North Georgia | Dahlonega, GA | Aug 2014 - Feb 2015 | < 1 |
Peachtree Orthopaedic Clinic | Atlanta, GA | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NY
- TX
-
Total Assets Under Management36MILLIONS
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Total Number of Accounts121ACCOUNTS
-
Average Account Value$293,733
- 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
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IL, NH, NY, SC, TX, WA
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