Jo Swope (CRD# 2950993) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Huntingdon, PA and has over 26 years of experience in the finance industry.
CRD# 2168202
Tlc Group Investment Advisors, LLC
CRD# 3242786
Sterling Wealth And Retirement Services, LLC
CRD# 2216630
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Jan 2017 - Current | 7 |
| Diversified Investment Solutions, Inc. | Huntingdon, PA | May 2010 - Current | 14 |
| Shavers Creek Burial Assoc. | Petersburg, PA | May 2013 - Dec 2016 | 3 |
| Soroptimist Club | Huntingdon, PA | Aug 2011 - Dec 2016 | 5 |
| Raymond James Financial Services Advisors, Inc. | Huntingdon, PA | Jan 2009 - Dec 2016 | 7 |
| Raymond James Financial Services, Inc. | Huntingdon, PA | Oct 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- PA
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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