Joseph M. Van Name
Professional summary
Joseph Mason Van Name, AIF®, CFP®, who also goes by Joseph Mason Vanname, is a registered financial advisor currently at ADVISORS FINANCIAL, INC. located in Vienna, Virginia.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joseph has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Mason Van Name's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
December 23, 2011 - Present
ADVISORS FINANCIAL, INC.
Office #1: 8391 Old Courthouse Road Suite 205, Vienna, VA 22182July 2, 2012 - June 4, 2018
CETERA WEALTH SERVICES, LLC
September 13, 2007 - July 5, 2012
CADARET, GRANT & CO., INC.
June 27, 2007 - December 14, 2007
ADVISORS FINANCIAL, INC.
Primary Firm SEC Registration
ADVISORS FINANCIAL, INC.
CRD#: 144837 / SEC#: 801-80263
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/23/2011)
Exams
Current Firm
ADVISORS FINANCIAL, INC.
CRD#: 144837 / SEC#: 801-80263
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 701 |
| AUM (Assets Under Management) | $ 292,512,099 |
Red Flags
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