Joseph Bentley is a registered investment advisor, based in Helena, MT, with 3 years of industry experience.
Location
Helena, MT
Get directionsHistory
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 Activities
Joseph is an associate financial advisor at 168 Wealth Strategists and a financial advisor at Focus Financial Group, dedicating full-time hours to each. He is also a 50% member of XRDG LLC, a clothing brand, with duties limited to strategic oversight and brand development, requiring minimal time.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Truist Securities, INC.Broker
State Registrations1 state
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.