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Joseph Samuel Cone

Belpointe Asset Management LLC

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About Joseph Samuel Cone

Joseph Samuel Cone is an investment advisor representative with Belpointe Asset Management LLC. Joseph has been in the financial industry since 2013. Joseph holds the Series 6, 7, 63, and 65 licenses and the SIE certification. Joseph is registered with the state of North Carolina as an Investment Advisor Representative. Joseph is also a board member for a number of non-profit organizations.

Firm Information

Joseph Cone is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

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 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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Joseph Cone’s Registration & Firm History

NV

04/26/2023 - Present

Belpointe Asset Management LLC (RENO NV)

NC

10/16/2013 - 06/26/2023

LPL FINANCIAL LLC (GREENSBORO NC)

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Licenses & Designations

IA

Issued 01/13/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/16/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Samuel Cone.
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