Joseph James Faux
Advisor at Merit Financial Advisors — Williamsport, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Williamsport, PA 17701
Merit Financial Advisors
Multi-team
Joseph Faux is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, Faux is an author and writer and serves as a board member of the Pennsylvania Outdoor Writers Association; he is also involved with a hunting outfitter business. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.
Based on Merit Financial Advisors
Based on Merit Financial Advisors
Financial planning fees can be flat fees, typically not exceeding $100,000, often prorated and payable monthly or quarterly
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Up to $100,000 total for financial planning services; specific hourly rate not stated
Ongoing financial planning fees payable annually, quarterly, or monthly; specific amounts not stated
Williamsport, PA
Oaks Plaza 2350 E. Third Street, Suite 6
Williamsport PA 17701
Advisors at this office
5
Pennsylvania
26 years of industry experience
PKS Investments
2024 - Present • 2 years
Albany, NY
Merit Financial Advisors
2023 - Present • 3 years
Willamsport, PA
LPL Financial
2023 - 2024 • 1 year
Williamsport, PA
Cambridge Investment Research, Inc.
2020 - 2023 • 3 years
Fairfield, IA
Cambridge Investment Research Advisors
2020 - 2023 • 3 years
Fairfield, IA
VOYA Financial Advisors
2014 - 2020 • 6 years
Williamsport, PA
The Comprehensive Financial Group
1999 - 2023 • 24 years
Williamsport, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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