Joseph Sizemore is a registered investment advisor at D.A. Davidson & CO., based in Leland, NC, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2163 Britton Rd, Suite 140, Leland, NC, 28451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the President of several family-owned LLCs (L&J Sizemore Properties, LLC; Sizemore Brothers, LLC; DDJS Properties, LLC; Moore Street Solutions, LLC) that hold real estate property, which he started managing in July 2018. He dedicates minimal time to these activities.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations42 states
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