Joseph F. Stover

RELIANCE FINANCIAL GROUP

Durham, NC

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CRD#: 4486058

Professional summary

Joseph Franklin Stover JR., who also goes by Joseph Franklin Stover, is a registered financial advisor currently at RELIANCE FINANCIAL GROUP, INC. located in Durham, North Carolina.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Franklin Stover

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 Joseph Franklin Stover JR.'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

May 30, 2003 - Present

RELIANCE FINANCIAL GROUP, INC.

RIA

CRD#: 118395

Durham, NC

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

North Carolina
(5/30/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/16/2003

Uniform Investment Adviser Law Examination

Current Firm

RELIANCE FINANCIAL GROUP, INC.

RELIANCE FINANCIAL GROUP, INC. | RELIANCE FINANCIAL GROUP, LLC

CRD#: 118395 / SEC#:

North Carolina

Registered Investment Advisory firm - (12/31/2001 Approved)

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Contact information

Main Address

Durham, NC

Mailing Address

Po Box 2857, Durham, NC 27715

Phone number

(919) 364-2030

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 26,579,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph F. Stover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Franklin Stover JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIANCE FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/16/2003

Current Firm

RELIANCE FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RELIANCE FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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