Joseph
Wilson
Northwest Financial Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Wilson is a financial advisor based in Herndon, Virginia. Wilson is an advisor for Northwest Financial Advisors LLC. Throughout their career, Wilson has worked at Full Time College Student, Green Wings Lawn And Landscaping, Saint Louis University, Hot Box Cookies, The Omaha Beef Indoor Football Team, Td Ameritrade, Fidelity Investments, Lpl Financial, LLC, Northwest Federal Credit Union and Northwest Financial Advisors. Wilson maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in Virginia. Northwest Financial Advisors LLC is an advisory firm based in Herndon, VA. It has offices in 10 locations and a total of 33 employees. It administers $1 billion in total assets among its 3,489 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to five charitable organizations. Of its 3,489 client accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services are offered. However, fee types billed by Northwest Financial Advisors LLC can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northwest Financial Advisors LLC Brokerage Details
$1,408,022,578
33
3,489
$403,560
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Wilson Work History
Joseph has been registered as a financial advisor for 0 years.*
Lpl Financial, LLC
Northwest Federal Credit Union
Northwest Financial Advisors
Fidelity Investments
Saint Louis University
The Omaha Beef Indoor Football Team
Td Ameritrade
Hot Box Cookies
Saint Louis University
Green Wings Lawn And Landscaping
Saint Louis University
Full Time College Student
*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 Wilson 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 Northwest Financial Advisors LLC
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
