Joseph Maker
Joseph Maker is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pittsburgh, PA, with 9 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
600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222
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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 the President of Lobo One LLC, responsible for signing authority on agreements, banking, and tax filings, dedicating minimal time to this role. He also works as an agent placing disability and life insurance with Underwriters Brokerage Service, dedicating minimal time to this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Waldron Private Wealth
First Investors CorporationBroker
State Registrations2 states
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