Joe Selby
Joe Selby is a registered investment advisor at Lasting Mark Retirement Group LLC, based in Jonesboro, AR, with 26 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 222 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Mark Retirement Group provides both portfolio management and financial planning services for one fixed annual fee, which is based on the total value of all household accounts managed by the firm. The annual fee ranges from $500 to $15,000, depending on the level of service and the amount of assets managed.
Location
2216 Wilkins Avenue, Jonesboro, AR, 72401
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Joe is the owner/part owner of Selby Insurance & Financial, Inc., a financial services DBA, since 2008. The business involves insurance including health, personal, and commercial lines.
Employment History
Current Registrations
Lasting Mark Retirement Group LLC
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Edward JonesBroker
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.