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Joseph William Violand

Redtree Investment Group

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About Joseph William Violand

Joseph Violand is an investment advisor representative with Redtree Investment Group. Joseph has been in the industry for over 5 years and has a Series 7, Series 63 and SIE license. Joseph has experience working with a variety of clients, including charitable organizations, banking or thrift institutions, and state or municipal government entities.

Firm Information

Joseph Violand is currently registered with Redtree Investment Group. Redtree Investment Group is an investment advisor based in Cincinnati, Ohio. The firm manages approximately $7.98 billion in assets for 484 clients, primarily state and municipal government entities. Their services include portfolio management for businesses, with a focus on providing investment advisory services for institutional investors.
Redtree Investment Group

5050 SECTION AVENUE

CINCINNATI, OH 45212

$7.98B

Assets Under Management

2

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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 Violand’s Registration & Firm History

OH

03/28/2016 - Present

Redtree Investment Group (CINCINNATI OH)

KY

03/13/2015 - 09/04/2015

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 03/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph William Violand.
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