Joseph
Szal
Tempus Wealth Planning, LLC
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About this Advisor
Joseph Szal is a financial advisor who works in Irvine, California who has 1 year of relevant experience. Szal is on the advisory team at Tempus Wealth Planning, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Tempus Wealth Planning, LLC. Szal has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Tempus Wealth Planning, LLC is an advisory company operating out of Irvine, CA. It manages $312 million in assets under management among its 1,710 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,710 customer accounts, 41% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on the type of financial services. Fee types billed by Tempus Wealth Planning, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tempus Wealth Planning, LLC Brokerage Details
$312,385,501
11
1,710
$182,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joseph Szal Work History
Joseph has been registered as a financial advisor for 1 years.*
Tempus Wealth Planning, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Szal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tempus Wealth Planning, LLC
Irvine, CA
Schererville, IN
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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