JosephMyer- Financial Advisor Ashburn, VA

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About Joseph Myer

Joe spent over twenty years at two major Wall Street firms before founding Courser Capital Management, LLC. From the very beginning of his career, Joe envisioned his benchmark with clients to be in their top five important (non-family) people. This top five list often includes a clients: doctor, accountant, lawyer, spiritual guide, and their financial advisor. Joe's goal is to earn his place in every clients top five important people list.

*Advising clients since 2000 *CERTIFIED FINANCIAL PLANNER^™ professional *Harvard University Master's Degree in Finance *Georgetown University Certificate of Financial Planning *University of Wyoming Bachelor of Science *Worked at the Chicago Board of Trade

Outside of work, Joe has dedicated countless hours to various leadership and volunteer roles with non-profits, Rotary International, and local government. Joe has served as President of the Clarke County Education Foundation and the Rotary Club of Frederick County. He has also served as Co-Chair of the United Way Day of Caring. Joe currently serves on the Board of Directors for the Clarke County Sanitary Authority and the Finance Council of his church, St. Bridget of Ireland Catholic Church.

Joe is a native of and currently resides in Clarke County, Virginia, with his wife, Tamara, and their four children.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

4066111

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

VA,NC,SC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Joseph has been giving clients comprehensive and personalized advice since 2000. In that time, he has helped clients navigate some of history's most challenging market and economic conditions. Joseph's dedication to continual professional growth has earned the trust of high and ultra-high net worth investors. As an independent advisory firm, Courser Capital Management places its clients' interests at the center of its advice.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Annuity, Life, Health, Long Term Care, Variable Life, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$242,406,508

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$242,406,508

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

1.00

Minimum Fee Charged for Hourly Planning Accounts

$5420

Education

Bachelor of Science - Agricultural Business

University of Wyoming
08/15/1995 -07/15/1999

Master of Liberal Arts - Finance

Harvard University
01/17/2017 -11/15/2021

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Joseph Myer

Courser Capital Management, LLC