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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 Todd Stricklin has been in the financial industry since 1997 and is currently registered as an Investment Advisor Representative with Itrust Asset Management, LLC. He has also held previous registrations with other firms including Morgan Keegan & Company, Inc., Unified Financial Securities, Inc., and Commonwealth Investment Services, Inc. Joseph Todd Stricklin holds the Series 7, Series 31, and Series 63 licenses as well as the SIE exam. Joseph Todd Stricklin has specialized experience in providing portfolio management services for individuals and businesses, as well as offering financial planning and pension consulting. Itrust Asset Management, LLC is a firm located in Lexington, Kentucky.
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.
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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2
KY
02/01/2023 - Present
Itrust Asset Management, LLC (LEXINGTON KY)
KY
03/25/2002 - 05/07/2012
MORGAN KEEGAN & COMPANY, INC. (LEXINGTON KY)
IN
04/30/1998 - 02/15/2002
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/29/1997 - 05/20/1998
COMMONWEALTH INVESTMENT SERVICES, INC. (INDIANAPOLIS IN)
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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