Joel Daniel Askew
Investment adviser representative at Anchor Point Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$173.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Anchor Point FinancialFeb 2025 to now
- San Luis Wealth AdvisorsJul 2022 to Feb 2025
- Edward JonesJun 2014 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Anchor Point Financial
Legal name: Anchor Point Financial LLC
$173.6MAssets managed
171Clients
1Advisers
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
- 6342307
- Firm CRD
- 334103