Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Terrell Mann is a financial advisor with Independent Financial Partners. Joseph has been in the financial services industry since 1987. Joseph has a wide range of experience, having previously worked at Concorde Investment Services, LLC, Kovack Securities Inc., Resource Horizons Group LLC, LPL Financial Corporation, Mutual Service Corporation, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, Keogler, Morgan & Company, Inc., and The Stuart-James Company, Inc. Joseph has a strong track record of success and is committed to providing his clients with personalized financial advice. Joseph is registered to provide investment advisory services in Alabama, California, Connecticut, Florida, Georgia, Kentucky, New Jersey, North Carolina, Pennsylvania, and South Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
GA
11/22/2022 - Present
Independent Financial Partners (Savannah GA)
GA
01/02/2015 - 11/29/2022
CONCORDE INVESTMENT SERVICES, LLC (Savannah GA)
FL
10/15/2014 - 01/05/2015
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
GA
01/05/2010 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (DECATUR GA)
GA
09/08/2009 - 01/11/2010
LPL FINANCIAL CORPORATION (DECATUR GA)
GA
03/18/1994 - 09/08/2009
MUTUAL SERVICE CORPORATION (DECATUR GA)
WI
09/17/1991 - 03/29/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/17/1991 - 03/29/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
GA
11/14/1988 - 09/09/1991
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
11/16/1987 - 11/22/1988
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
09/24/1987 - 12/17/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 01/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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