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Paladin Research Report For:

Joseph Myer

Courser Capital Management, LLC

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

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
  • 5-9
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
  • 24
Number of Years with Current Firm
  • 4
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 120
Firm's Number of Planning Clients
  • 120
Firm's Number of Managed Clients
  • 120
Assets Managed by Firm
  • $242,406,508
Advisor's Number of Clients
  • 120
Advisor's Number of Managed Clients
  • 120
Advisor's Number of Planning Clients
  • 120
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