Joanna S. Mccall
Investment adviser representative at Wealth Management Solutions
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$106.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Wealth Management Solutions LLCJul 2018 to now
- Joanna S. Mccall, P.C.Feb 1999 to now
- Sms Financial & Investment ManagementOct 1999 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Wealth Management Solutions
Legal name: Wealth Management Solutions LLC
$106.3MAssets managed
168Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3126628
- Firm CRD
- 296875