Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Paul Williams is a financial advisor with over 15 years of experience in the industry. Joseph is currently registered with LPL Financial LLC, working out of the Camas, WA branch office. Prior to joining LPL Financial LLC, Joseph was previously registered with Cambridge Investment Research, Inc., Charles Schwab & Co., Inc., Edward Jones, Country Capital Management Company and Farmers Financial Solutions, LLC. Joseph is a Series 6, 7, 63, and 66 licensed professional. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services to clients.
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.
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2
WA
06/24/2024 - Present
LPL Financial LLC (Camas WA)
WA
07/16/2018 - 06/29/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (VANCOUVER WA)
OR
02/01/2011 - 02/16/2018
CHARLES SCHWAB & CO., INC. (PORTLAND OR)
WA
11/06/2008 - 01/14/2011
EDWARD JONES (CAMAS WA)
WA
04/27/2007 - 01/23/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (VANCOUVER WA)
WA
08/24/2006 - 03/12/2007
FARMERS FINANCIAL SOLUTIONS, LLC (VANCOUVER WA)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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