Joseph Belisle (CRD# 7333186) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 1025249
Charles Schwab & Company, Inc.
CRD# 4339437
Financial Aurora, LLC
CRD# 6127521
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimensional Fund Advisors | Austin, TX | Sep 2022 - Current | 1 |
| Regions Bank | Charlotte, NC | Jan 2022 - Sep 2022 | < 1 |
| Equitable Advisors | New York, NY | Feb 2021 - Nov 2021 | < 1 |
| Community Clinical Research | Austin, TX | Mar 2020 - Feb 2021 | < 1 |
| Camp Balcones | Marble Falls, TX | Jul 2020 - Aug 2020 | < 1 |
| Davidson College | Davidson, NC | Aug 2016 - May 2020 | 3 |
| Davidson College Ticket Office | Davidson, NC | Aug 2019 - Mar 2020 | < 1 |
| Davidson Capital Advisors | Huntersville, NC | Jun 2019 - Aug 2019 | < 1 |
| Camp Balcones Springs | Marble Falls, TX | Jun 2019 - Jun 2019 | < 1 |
| Davidson College Annual Giving | Davidson, NC | Jan 2017 - Jun 2019 | 2 |
| Huckabuy | Park City, UT | Jun 2018 - Jul 2018 | < 1 |
| Camp Balcones Springs | Marble Falls, TX | Jun 2017 - Aug 2017 | < 1 |
| Camp Balcones Springs | Marble Falls, TX | Jun 2016 - Aug 2016 | < 1 |
| The Mccallie School | Chattanooga, TN | Mar 2016 - May 2016 | < 1 |
| The Mccallie School | Chattanooga, TN | Aug 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- TX
-
Total Assets Under Management749,622MILLIONS
-
Total Number of Accounts1,153ACCOUNTS
-
Average Account Value$650,149,588
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.