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Joseph Youngblood Calhoun

Alhambra Investment Management LLC

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About Joseph Youngblood Calhoun

Joseph Youngblood Calhoun is a registered Investment Advisor Representative with Alhambra Investment Management LLC. Joseph has been in the industry for over 30 years and has a deep understanding of the financial markets. Joseph is committed to providing his clients with personalized financial advice and investment strategies.

Firm Information

Joseph Calhoun is currently registered with Alhambra Investment Management LLC. Alhambra Investment Management LLC is an investment advisor based in Palmetto Bay, FL, that provides financial planning, portfolio management for individuals and businesses. The firm manages approximately $265 million in assets for 482 clients, including high-net-worth individuals, corporations, and charitable organizations. Alhambra Investment Management is registered with the SEC and has been in business for over 10 years.
Alhambra Investment Management LLC

8925 SW 148 STREET

PALMETTO BAY, FL 33176

$265.53M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for businesses

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

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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 Calhoun’s Registration & Firm History

FL

06/25/2015 - Present

Alhambra Investment Management LLC (PALMETTO BAY FL)

FL

01/03/2003 - 07/18/2006

OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)

NY

01/30/1997 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

05/31/1994 - 01/23/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

09/25/1991 - 06/07/1994

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/15/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/24/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Youngblood Calhoun.
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