Joseph Paul Applewhite
Investment adviser representative at Applewhite & Buys Financial Advisors
13 yearsExperience
8 statesRegistered in
$153.1MFirm assets
Under 1 yearFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Applewhite & Buys Financial AdvisorsJan 2014 to now
- Applewhite Financial Planning, PllcOct 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 8 states (AZ, FL, LA, MS, NC, OK, SC, TX).
Applewhite & Buys Financial Advisors
Legal name: Applewhite Financial Planning, Pllc
$153.1MAssets managed
185Clients
2Advisers
Under 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
- 5481528
- Firm CRD
- 169799