Joe William Faulk

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 07/2019
  Edward Jones
  St Louis, MO
• 07/2019 → Present
  Kingsview Partners Llc
  Grants Pass, OR
• 07/2019 → Present
  Kingsview Wealth Management Llc
  Crestview, FL

Previous Registrations

• 2012-07-23 → 2019-07-12
  Edward Jones
  Crestview, FL
• 2011-12-20 → 2012-07-25
  Cetera Investment Advisers Llc
  Crestview, FL
• 2009-07-02 → 2011-11-29
  Lpl Financial Llc
  Crestview, FL
• 2007-12-13 → 2009-06-29
  Edward Jones
  Defuniak Springs, FL
  St Louis, MO
  Crestview, FL

Exams

• S66 Uniform Combined State Law Examination
  2007-11-29