Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Henry Spurgeon is a financial advisor with over 20 years of experience in the financial services industry. Joseph is a Registered Representative of LPL Financial LLC and is licensed to sell securities in 15 states. Joseph previously worked as a financial advisor at Edward Jones and Morgan Stanley DW Inc. Joseph is a graduate of Rogue Community College and has been an instructor at the college for over five years. Joseph is also the author of a book helping people learn about finances with a fable or fairy tale as a metaphor.
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
OR
02/08/2016 - Present
LPL Financial LLC (CENTRAL POINT OR)
MO
04/16/2002 - 03/25/2003
EDWARD JONES (ST. LOUIS MO)
NY
02/06/2001 - 04/17/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Spurgeon is the right advisor for you? Invested Better is here to help.
