JosephMyer- Financial Advisor Ashburn, VA

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About Joseph Myer

Courser Capital Management, LLC is an independent advisory firm dedicated to delivering experienced, informed, professional advice. Our goal is to serve as our clients' outsourced chief financial officers; providing comprehensive planning and guidance to help align their wealth with their goals.

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

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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