JM
Joseph Mason Van Name
CRD 4801308
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Advisors Financial, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Advisors Financial, Inc.
President, Chief Executive Officer, And Chief Compliance Officer · 75% or more · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗