JV
JV
Joseph Vieira
40 Years of Experience
Coral Springs, FL
7 DisclosuresBroker
Joseph Vieira is a registered investment advisor at Wells Fargo Advisors, based in Coral Springs, FL, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
7301 Wiles Rd, [Satellite], Coral Springs, FL, 33067
Get directionsHistory
Regulatory History (7)
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Customer Dispute
January 2012Settled
Customer Dispute
June 2004Settled
Customer Dispute
October 2001Settled
Customer Dispute
February 1999Denied
Criminal
March 1976Final Disposition
Criminal
August 1969Final Disposition
Criminal
September 1968Final Disposition
Other Business Activities
Joseph has 100% ownership of Mediterranean Group Inc. since 1997, related to investments, and spends nearly full-time on it.
Employment History
Current Registrations
Wells Fargo Advisors
June 2006 - Present · 19 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 1990 - Present · 35 yrs 9 mos
Previous Registrations
Blinder, Robinson & CO., INC.Broker
September 1985 - October 1990 · 5 yrs 1 mo
State Registrations26 states
AKAZCACOCTDEFLGAILINMAMDMEMIMNNCNDNHNJNVNYPARISCVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.