Joseph Averett is a CFP-designated registered investment advisor, based in Fort Worth, TX, with 13 years of industry experience.
Location
4055 International Plaza, Suite 630, Fort Worth, TX, 76109
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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 sells equity indexed annuities and other insurance products through Avantax Insurance Agency, dedicating about a quarter of his time to insurance sales. He is also a partner in Averett Financial, LLC (tax preparation/accounting) and Canopy Wealth Strategies (financial and tax planning), dedicating full-time hours to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
State Registrations8 states
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