Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe David Myers is an active investment advisor representative registered with IPI Wealth Management, Inc. based in Decatur, Illinois. Joe David Myers has been in the industry since 1988 and has a broad range of experience working with individual and corporate clients. Joe David Myers has a history of working with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Joe David Myers offers a variety of financial planning and investment services, including portfolio management, financial planning, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
03/31/2020 - Present
IPI Wealth Management, Inc. (Surprise AZ)
AZ
04/16/2013 - 03/31/2020
INDEPENDENT FINANCIAL GROUP, LLC (SURPRISE AZ)
AZ
09/04/2007 - 04/17/2013
PROSPERA FINANCIAL SERVICES, INC. (SURPRISE AZ)
KY
08/04/1994 - 09/11/2007
LINSCO/PRIVATE LEDGER CORP. (GLASGOW KY)
KY
04/19/1991 - 08/09/1994
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MO
08/25/1988 - 05/14/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
02/26/1990 - 03/18/1991
EDWARD D. JONES & CO., L.P.
BOTH
Issued 03/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joe Myers is the right advisor for you? Invested Better is here to help.
