Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lanham is an investment advisor representative at &partners, located in Olympia, Washington. Joseph has been working in the financial industry since 2000. He is registered with FINRA and the state of Washington. Joseph specializes in providing investment advice and portfolio management services to individuals and families. He has a proven track record of success in helping clients achieve their financial goals. Joseph is committed to providing personalized financial advice and exceptional client service.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
WA
06/28/2024 - Present
&partners (Olympia WA)
TX
03/18/2024 - 07/08/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TYLER TX)
BOTH
Issued 04/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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