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Joseph Harkness

Burnham Gibson Wealth Advisors, LLC

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About Joseph Harkness

Joseph Harkness is an Investment Advisor Representative with Burnham Gibson Wealth Advisors, LLC, and is registered with the state of Maryland. Joseph has been in the financial industry since 2015 and has experience in a variety of roles. Joseph is passionate about helping clients achieve their financial goals. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Joseph is dedicated to providing personalized advice and exceptional service to each of his clients.

Firm Information

Joseph Harkness is currently registered with Burnham Gibson Wealth Advisors, LLC. Burnham Gibson Wealth Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. With over 32 licensed agents and 42 investment advisory functions, the firm manages approximately $4.8 billion in assets. Burnham Gibson Wealth Advisors, LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. The firm caters to a diverse clientele, including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.
Burnham Gibson Wealth Advisors, LLC

4211 W. BOY SCOUT BLVD.

TAMPA, FL 33607

$4.81B

Assets Under Management

320

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Value of plan assets

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Joseph Harkness’s Registration & Firm History

MD

10/14/2024 - Present

Burnham Gibson Wealth Advisors, LLC (Bethesda MD)

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Licenses & Designations

IA

Issued 06/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Harkness.
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