Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McClung is a financial advisor at LPL Financial LLC. Joseph has been in the financial services industry since 1998. Joseph is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Joseph also holds the Series 7, Series 24, Series 63 and Series 65 licenses. Joseph has previously worked at UVEST Financial Services Group, Inc., Sterne Agee Financial Services, Inc., and Sterne Agee Capital Markets, Inc. Joseph specializes in providing financial advice to individuals, families, and businesses. Joseph is also a board member at Cornerstone Bank.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
08/19/2014 - Present
LPL Financial LLC (BERRYVILLE AR)
NC
09/08/2011 - 12/31/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
AR
01/16/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EUREKA SPRINGS AR)
AR
04/06/2002 - 01/29/2007
STERNE AGEE FINANCIAL SERVICES, INC. (EUREKA SPRINGS AR)
AL
03/02/2000 - 04/06/2002
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
NA
05/03/1993 - 09/27/1994
A. G. EDWARDS & SONS, INC.
IA
Issued 02/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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