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
12 years
Location
Bowie, TX
Kestra Advisory
Enterprise
Joshua Hallmark is a financial advisor with Kestra Advisory in Bowie, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Wells Fargo Clearing, Fidelity Investments, Avantax Investment Services, and Charles Schwab. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Based on Kestra Advisory
Based on Kestra Advisory
Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.
Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.
Financial planning and consulting services may be charged on an hourly basis when applicable.
Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.
Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).
Bowie, TX
Bowie TX
Advisors at this office
1
Louisiana · Nebraska · New Hampshire · Texas
12 years of industry experience
Kestra Advisory
2023 - Present • 3 years
Austin, TX
Kestra Investment Services, LLC
2023 - Present • 3 years
Austin, TX
Wells Fargo Clearing
2022 - 2023 • 1 year
Georgetown, TX
Fidelity Investments
2021 - 2022 • 1 year
Greenwood Village, CO
Safelite Auto Glass
2021 - 2021 • 1 year
Colorado Springs, CO
Unemployed
2021 - 2021 • 1 year
Rhome, TX
Avantax Investment Services, Inc.
2021 - 2021 • 1 year
Dallas, TX
Charles Schwab
2021 - 2021 • 1 year
Westlake, TX
Unemployed
2020 - 2021 • 1 year
Rhome, TX
Charles Schwab
2019 - 2020 • 1 year
Westlake, TX
FIDELITY
2013 - 2019 • 6 years
Westlake, TX
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.
Trust company
They provide trust and estate administration 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 66
New Boston, TX
Edward Jones
Jason Mc Daniel is a Series 66-credentialed financial advisor with Edward Jones, based in New Boston, TX. He has 13 years of industry experience, having been with Edward Jones since 2012. Outside of his advisory role, he is a 50% owner of The Ritz Downtown LLC, an event venue in De Kalb, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.
Series 66
Maud, TX
LPL Financial
Jess Law II is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for eight years and was involved in an agricultural business, Wateroak Aviation, for nine years. Jess is based in Maud, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various model portfolios and third-party subadvisors.
CFP®, PFS™, Series 66
New Boston, TX
Cetera
Joe Dike is a CFP®, PFS™, and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Cetera and has held positions at Avantax and Intuit, among others. Outside of his advisory work, he is involved in tax preparation and accounting through his own firm and serves on a local board focused on vision and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.
Series 66
New Boston, TX
Edward Jones
Warren Mc Daniel is a Series 66 licensed financial advisor with Edward Jones in New Boston, TX. He has five years of industry experience, including six years with Edward Jones and five years in roles at Texarkana College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.
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