Joey Bitz
Joey Bitz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bismarck, ND, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2000 Schafer Street, Suite A, Bismarck, ND, 58501
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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
Joey owns rental real estate, works as an Uber driver, is a fixed annuity agent for Equitable Life and Casualty Insurance Company and Liberty Bankers Life, and is the sole owner of Toty, Inc. He dedicates minimal time to most of these activities, with a few hours per week spent driving for Uber.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Invest Financial CorporationBroker
State Registrations17 states
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