Joseph Spooner
Joseph Spooner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brandon, FL, with 21 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
1101 Lithia Pinecrest Road, Brandon, FL, 33511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the officer and president of Spooner Financial Group, LLC, which serves as his DBA for business operations. He also works with prospective client referrals from Woodforest Bank branches in Florida as Vice President, Woodforest Financial Services and as an independent contractor for Woodforest Wealth, dedicating minimal time to these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations13 states
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