Joseph Sullender is a CFP-designated registered investment advisor, based in McLean, VA, with 31 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1800 Tysons Boulevard, Suite 380, McLean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an agent offering various insurance products through Steward Partners Global Advisory LLC, dedicating full-time hours to this role. He also serves as a speaker for NITP, providing financial planning education at seminars, spending a few hours per week on this activity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Capital Markets CORP.Broker
State Registrations38 states
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
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