Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert Houk is an Investment Advisor Representative at Rockwood Wealth Management, LLC. Joseph is based in NEW HOPE, Pennsylvania. Joseph has been in the financial services industry for more than 7 years and has a Series 65 license. Joseph is a graduate of Milwaukee School of Engineering. Joseph specializes in providing financial planning, portfolio management services for individuals and businesses and selecting other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
07/01/2022 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 07/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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