Joseph Sullivan (CRD# 4000649) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Port St.lucie, FL and has over 24 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 5575170
Edward Jones
CRD# 6980780
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Advisory Services, Inc. | Atlanta, GA | Jun 2017 - Current | 6 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Mar 2017 - Current | 7 |
| Suntrust Bank,inc. | Port St. Lucie, FL | Mar 2017 - Current | 7 |
| Sullivan's Holdings Iv LLC | Port St. Lucie, FL | Jun 2014 - Current | 9 |
| Clearpoint Credit Counseling Solutions | Palm Springs, FL | Dec 2013 - Current | 10 |
| Sullivan's Holdings Iii LLC | Port St. Lucie, FL | Sep 2011 - Current | 12 |
| Sullivan's Holdings, LLC | Port St. Lucie, FL | Apr 2009 - Current | 15 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Apr 2017 - Jun 2017 | < 1 |
| J.p. Morgan Securities LLC | Jupiter, FL | Oct 2015 - Mar 2017 | 1 |
| Jpmorgan Chase Bank | Jupiter, FL | Oct 2015 - Mar 2017 | 1 |
| Wells Fargo Bank Na | Stuart, FL | May 2009 - Oct 2015 | 6 |
| Wells Fargo Advisors LLC | Stuart, FL | May 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- FL
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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