Joseph Bennett is a CFP-designated registered investment advisor, based in Plano, TX, with 8 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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Regulatory History
Clean regulatory record
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.
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Joseph is the president of Combat Wounded of Texas, a non-profit organization, since 2018. He dedicates minimal time to this role, with no time spent during trading hours.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
May 2023 - Present · 3 yrs 2 mos
Vanguard Marketing Corporation
May 2023 - Present · 3 yrs 2 mos
Vanguard Advisers, INC.
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2017 - July 2022 · 5 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.