Joseph
Yoon
Timescale Financial, Inc
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About this Advisor
Joseph Yoon is a certified financial planner working in Reston, Virginia with a total of 2 years of industry experience. Yoon is an employee of Timescale Financial, Inc. During their career, the advisor has held roles at Advisorshares Investments, LLC, Foreside Fund Services, LLC, Cmg Capital Management Group, Charles Schwab & Co., Inc, Charles Schwab Bank, Hwg Holdings LLC Dba Trivia Kings Entertainment, Castle Hill Consulting, LLC, Inpower Coaching, Kalos Capital, Aog Wealth Management, Timescale Financial, Inc, Resources Investment Advisors, LLC and Uber. Yoon holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Virginia. Timescale Financial, Inc is an advisory firm based in Danvers, MA. The company has a total of 20 advisors. It has $717 million in assets under management between its 2,447 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 2,447 accounts, 76% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice vary depending on which services the firm provides the client. Fees charged by Timescale Financial, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Timescale Financial, Inc Brokerage Details
$717,284,707
20
2,447
$293,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Yoon Work History
Joseph has been registered as a financial advisor for 2 years.*
Resources Investment Advisors, LLC
Timescale Financial, Inc
Castle Hill Consulting, LLC
Kalos Capital
Aog Wealth Management
Charles Schwab & Co., Inc
Charles Schwab Bank
Uber
Inpower Coaching
Advisorshares Investments, LLC
Foreside Fund Services, LLC
Cmg Capital Management Group
Hwg Holdings LLC Dba Trivia Kings Entertainment
*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 Yoon 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 Timescale Financial, Inc
Reston, 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.
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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.
