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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 Zorn is a financial advisor with over 20 years of experience. Joseph currently works at Texas Capital Bank Private Wealth Advisors in Dallas, Texas. Previously, he has worked at Wells Fargo Clearing Services, LLC and LPL Financial LLC. Joseph holds Series 63, 65, 7, 2, and SIE licenses. He is registered with both the state of Texas and FINRA. Joseph specializes in providing investment advice and financial planning to high-net-worth individuals, corporations and other businesses, charitable organizations, investment companies, and state or municipal government entities. He also works with clients to manage their investments and provide guidance on various financial planning needs.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/04/2022 - Present
Texas Capital Bank Private Wealth Advisors (DALLAS TX)
TX
01/04/2018 - 12/01/2021
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
10/02/2015 - 05/18/2017
LPL FINANCIAL LLC (AUSTIN TX)
TX
10/20/2009 - 08/28/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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