Joseph Fernandes
Joseph Fernandes is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Willamsburg, VA, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
477 Mclaws Circle Ste 4, Willamsburg, VA, 23185
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is the Vice President of the Investment Committee for 100 Black Men - Virginia Peninsula Chapter and oversees budget/program activities. He is also a member/owner of Joe Fernandes Wealth Management LLC, performing accounting and bookkeeping, and a financial advisor/owner of Fernandes Wealth Management LLC, selling insurance, securities, and investment products, taking nearly full-time hours. Additionally, Joseph is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 states
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