Joseph Lomax is a registered investment advisor, based in Mobile, AL, with 16 years of industry experience.
Location
60 St Francis St., Ste. P-8, Mobile, AL, 36602
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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 an insurance agent since 2010, dedicating about 10-20% of his time to insurance/benefits/human resources. He also owns a lawn care business, is an advisory representative of a RIA, works as a referral agent for tax and accounting, and is an IAR under the DBA Watershed Wealth Strategies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.