Joseph Mason Van name
Investment adviser representative at Advisors Financial, Inc.
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$321.2MFirm 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
25 years in the industry.
- Cetera Advisor Networks LLCJan 2013 to now
- Advisors Financial, Inc.Nov 2001 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
Advisors Financial, Inc.
$321.2MAssets managed
225Clients
5Advisers
12 yearsIn 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
- 4801308
- Firm CRD
- 144837