Joseph Lee Moses

Halo Investment Services, LLC

26 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Halo Investment Services, LLC

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$32.6M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

1129 Northern Blvd., Suite 404, Manhasset, NY, 11030

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History

Regulatory History (1)

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Customer Dispute

November 2021

Denied

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Other Business ActivitiesSells Insurance

Joseph is an annuity director at Halo Securities since 2022 and an investment adviser representative at Halo Investment Services since 2023. He is also insurance licensed through Halo Investment Insurance Services.