Unclaimed
Joe William Faulk is a Registered Representative associated with Kingsview Wealth Management, LLC. Joe William Faulk has been in the industry since 2007. Joe William Faulk is currently registered with the state of Florida, and has been licensed since 2019. Joe William Faulk is also registered with the state of Oregon, and has been licensed since 2019. Joe William Faulk has passed the SIE, Series 7 and Series 66 examinations. Prior to working for Kingsview Wealth Management, LLC, Joe William Faulk was employed with Edward Jones, Genworth Financial Securities Corporation and LPL Financial LLC. The firm has a main office in Grants Pass, Oregon. Joe William Faulk’s firm has been in business since 2019.
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.
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.
Strategic management for diversified investment portfolios.
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
FL
08/08/2019 - Present
Kingsview Wealth Management, LLC (Crestview FL)
FL
07/20/2012 - 07/12/2019
EDWARD JONES (CRESTVIEW FL)
FL
11/04/2011 - 07/25/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (CRESTVIEW FL)
FL
06/26/2009 - 11/29/2011
LPL FINANCIAL LLC (CRESTVIEW FL)
FL
11/15/2007 - 06/29/2009
EDWARD JONES (DEFUNIAK SPRINGS FL)
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joe Faulk is the right advisor for you? Invested Better is here to help.