Joe M. Fletcher

NEW CENTURY PARTNERS-THE NO-LOAD GROUP

Fort Worth, TX 76179

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CRD#: 4449962

Professional summary

Joe Michael Fletcher is a registered financial advisor currently at NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC. located in Fort Worth, Texas.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joe has worked at 1 firm and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Michael Fletcher's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 23, 2011 - Present

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

Office #1: 5740 Boat Club Rd, Ste 100, Fort Worth, TX 76179

RIA

CRD#: 114509

Fort Worth, TX

Past

October 1, 2007 - December 31, 2009

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

RIA

CRD#: 114509

FORT WORTH, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/23/2011)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/12/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

CRD#: 114509 / SEC#:

Texas

Registered Investment Advisory firm - (2/3/2011 Approved)

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Contact information

Main Address

5740 Boat Club Rd, Ste 100, Fort Worth, TX 76179

Mailing Address

Phone number

(817) 238-6300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 51,000,000

Red Flags

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Joe M. Fletcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Michael Fletcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2007

Series 6

Date: 10/12/1995

Current Firm

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

TRUST BUT VERIFY

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