Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
Loading...

Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Joseph provides consulting services through Financial Industry Technical Services, Inc. This is a full-time salaried position.

Employment History
Current Registrations
American Independent Securities Group, LLC
June 2012 - Present · 13 yrs 8 mos
American Independent Securities Group, LLC
July 2011 - Present · 14 yrs 7 mos
American Independent Securities Group, LLCBroker
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Colorado Financial Service CorporationBroker
June 2015 - July 2025 · 10 yrs 1 mo
American Independent Securities Group, LLCBroker
August 2009 - October 2009 · 2 mos
Mcl Financial Group, INC.Broker
May 2007 - December 2010 · 3 yrs 7 mos
Wachovia Securities, LLC
September 2004 - May 2005 · 8 mos
Wachovia Securities, LLCBroker
July 2004 - May 2005 · 10 mos
Icma-Rc Services, LLCBroker
August 2000 - August 2002 · 2 yrs
The Advisors Group, INC.Broker
May 1997 - March 1999 · 1 yr 10 mos
Aal Capital Management CorporationBroker
December 1987 - May 1997 · 9 yrs 5 mos
Integrated Resources Equity CorporationBroker
December 1986 - November 1987 · 11 mos
State Registrations1 state
ID
AdvisorBrokerBoth
Exams
No exam information available for this advisor.