Joseph Baumhover (CRD# 6457803) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jul 2018 - Current | 5 |
| Unemployed | Phoenix, AZ | Nov 2017 - Jul 2018 | < 1 |
| Usaa Financial Planning Services | Phoenix, AZ | Apr 2015 - Nov 2017 | 2 |
| Usaa Financial Advisors, Inc. | Phoenix, AZ | Feb 2015 - Nov 2017 | 2 |
| Usaa Financial Planning Services Insurance Agency | Phoenix, AZ | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
| S63 | Uniform Securities State Law Examination | Apr 2015 |
- AZ
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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