Joe Dike is a CFP, PFS-designated registered investment advisor, based in New Boston, TX, with 19 years of industry experience.
Location
312 North Center, Ste. 101, New Boston, TX, 75770
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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
Joe is an independent insurance agent selling equity indexed annuities, and also owns a real estate company. He spends nearly full-time hours on tax preparation, accounting, payroll, and consulting through Joe Dike CPA/PFS, PC and Joe H. Dike CPA/PFS.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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