Joseph
Roseman
Simplicity Wealth
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About this Advisor
Joseph Roseman is a financial advisor based in Charlotte, North Carolina, working with Simplicity Wealth. Joseph has previously held positions at Roseman Financial, Lincoln Financial Advisors Corp, Retirement Capital Planners, LLC, O'Dell, Winkfield, Roseman & Shipp, LLC, Corecap Advisors, and Simplicity Wealth. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Joseph is part of Simplicity Wealth, which operates out of Charlotte, North Carolina. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Roseman Work History
Simplicity Wealth
Retirement Capital Planners, LLC
Roseman Financial
O'Dell, Winkfield, Roseman & Shipp, LLC
Corecap Advisors
Lincoln Financial Advisors Corp
Disclosures
Please visit the SEC profile of Joseph Roseman 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 Simplicity Wealth
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Ville Platte, LA
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