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Joel Greenway

6 Years of Experience
Madison, GA
BrokerSells Insurance

Joel Greenway is a registered investment advisor, based in Madison, GA, with 6 years of industry experience.

Location

153 West Washington Street, Madison, GA, 30650

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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.

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Other Business ActivitiesSells Insurance

Joel works as a financial advisor for Longview Wealth Management and as a registered representative for MS Howells & Co, dedicating about half and nearly full-time hours respectively. He is also an independent insurance agent for various companies, spending about a quarter of his time selling insurance.

Employment History
Current Registrations
M. S. Howells & CO.Broker
January 2023 - Present · 3 yrs 3 mos
Longview Wealth Management
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
October 2019 - December 2022 · 3 yrs 2 mos
State Registrations8 states
ALDEFLGAMTSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.