Joseph Calhoun

from Alhambra Investment Management LLC
SEC regulated
Regulated Investment Advisor
Joseph Calhoun is a financial advisor based in Florida, Palmetto Bay, with 33 years of experience. Joseph currently works for Alhambra Investment Management LLC. Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Calhoun works at Alhambra Investment Management LLC
Alhambra Investment Management LLC is a financial advisory firm based in Palmetto Bay, Florida. It currently has approximately $196,915,629 of assets under management and employs about 6 people. Alhambra Investment Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
8925 Sw 148 Street, Suite 214, Palmetto Bay, Florida, 33176

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