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TrueAdvisor
JW
JW

Joseph Webb

Envoy Advisory INC.
24 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningCharitable GivingBusiness Owners
Envoy Advisory INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,808 clients
Average Client Portfolio
$295K average
Assets Under Management
$533.9M

Fee Structure

Location

8925 SW 148 Street, Suite 200, Palmetto Bay, FL, 33176

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History

Regulatory History (1)
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Customer Dispute
January 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is a managing member of Twin Peaks, LLC and Community Empowerment Connections, LLC, and also the chairman/president/director/founder of Twin Peaks Financial Ministries. He is also a principal and independent insurance agent for Profit Planners MGA, LLC, selling various insurance products, and a principal at Black Wealth Consortium.

Employment History
Current Registrations
Harvest Investment Services, LLC
January 2025 - Present · 1 yr 1 mo
Envoy Advisory INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Inspire Advisors, LLC
February 2019 - January 2025 · 5 yrs 11 mos
Inspire
February 2019 - March 2019 · 1 mo
Ifs Advisory, LLC
January 2018 - March 2019 · 1 yr 2 mos
Ifs SecuritiesBroker
September 2017 - March 2019 · 1 yr 6 mos
G. A. Repple & CompanyBroker
June 2016 - June 2017 · 1 yr
G. A. Repple & Company
June 2016 - June 2017 · 1 yr
Financial West Group
June 2014 - April 2016 · 1 yr 10 mos
Financial West GroupBroker
June 2014 - April 2016 · 1 yr 10 mos
Centaurus Financial, INC.
April 2010 - July 2014 · 4 yrs 3 mos
Centaurus Financial, INC.Broker
March 2010 - July 2014 · 4 yrs 4 mos
MML Investors Services, INC.
July 2006 - April 2010 · 3 yrs 9 mos
MML Investors Services, INC.Broker
June 2006 - April 2010 · 3 yrs 10 mos
Traders AdvantageBroker
July 2005 - April 2006 · 9 mos
G. A. Repple & CompanyBroker
January 2004 - July 2005 · 1 yr 6 mos
Summit Brokerage Services, INC.Broker
August 2002 - January 2004 · 1 yr 5 mos
United Securities Alliance, INC.Broker
June 2001 - September 2002 · 1 yr 3 mos
Wma Securities, INC.Broker
November 2000 - May 2001 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.