Joseph Lloyd Mcadams

Syndicated Capital, INC.

33 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement Planning

Syndicated Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

393 clients

Average Client Portfolio

$313K average

Assets Under Management

$123.0M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

21671 Gateway Center Drive, Suite 111, Diamond Bar, CA, 91765

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History

Regulatory History (1)

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Regulatory

December 2011

Final

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Other Business Activities

Joseph is the Chairman/CEO of PIA Farmland, Inc., a privately-owned REIT investing in farmland properties, since 2013. He dedicates a few hours per week to administrative duties and managing the farm property.

Employment History

Current Registrations

Syndicated Capital, INC.

June 2009 - Present · 16 yrs 8 mos

Pacific Income Advisers INC

July 1997 - Present · 28 yrs 7 mos

Syndicated Capital, INC.

September 1992 - Present · 33 yrs 5 mos

Syndicated Capital, INC.Broker

September 1992 - Present · 33 yrs 5 mos

State Registrations36 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.