Joseph Zorn is a registered investment advisor, based in Dallas, TX, with 25 years of industry experience.
Location
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a trustee of his parent's trust and a trust for the benefit of children, starting in 2018, dedicating minimal time to each. He also works full-time as a Private Client Advisor at Texas Capital Bank since September 2022 and serves as a Board Director for Dallas Metropolitan YMCA, spending minimal time on this volunteer role.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
True North Advisors, LLC
American Securities Group, INC.
Retirement Advisors of America
State Registrations1 state
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.