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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Scott McRae is a financial advisor with over 30 years of experience in the financial services industry. Joseph has a strong background in both securities and investment advisory services. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Joseph's expertise spans multiple areas, including financial planning, portfolio management, selection of other advisors, and educational seminars. Joseph has been a Registered Representative with LPL Financial, LLC since 2008 and has held various roles in the financial services industry. Joseph is currently a registered representative with Vpwm Advisors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MN
01/15/2014 - Present
Vpwm Advisors, LLC (PLYMOUTH MN)
MN
04/07/2006 - 06/04/2008
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
MN
08/12/2005 - 03/31/2006
WORTHMARK ALLIANCE VIII, LLC (ST. PAUL MN)
MN
08/10/2005 - 03/31/2006
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
MN
02/16/2001 - 03/31/2006
CRI SECURITIES, LLC (ST PAUL MN)
MN
11/15/1999 - 03/31/2006
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
TN
07/02/1999 - 10/06/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
SC
06/04/1997 - 07/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
08/20/1990 - 05/16/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/1990 - 05/16/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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