Joseph Ervolina is a registered investment advisor, based in Austin, TX, with 24 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Joseph owns real estate property and dedicates minimal time to property management. He is also the President of Cornerstone Capital Wealth Management Inc., where he manages the practice, provides insurance, and offers investment advisory services; this is a nearly full-time commitment. Joseph is also an investment advisor representative with Kestra Advisory Services, LLC, dedicating nearly full-time hours to fee-based financial planning and brokerage.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Transamerica Financial Advisors, INCBroker
Next Financial Group, INC.Broker
AXA Advisors, LLCBroker
State Registrations32 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.