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Paladin Research Report For:

Joseph Myer

Courser Capital Management, LLC

20416 Bashan Dr.
Ste 201
Ashburn, VA 20147
571-351-2291

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
  • 5-9

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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