Unclaimed Profile

Joseph R Call

SPINNAKER FINANCIAL ADVISORS, LLC·IDAHO FALLS, Idaho

Series 65Clean record27 years registeredSPINNAKER FINANCIAL ADVISORS, LLC

2962 CORTEZ AVENUE, IDAHO FALLS, ID 83404CRD# 3091475Firm CRD# 118885

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph R Call · IDAHO FALLS, ID

Registration

CRD #3091475 · SPINNAKER FINANCIAL ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPINNAKER FINANCIAL ADVISORS, LLC

SPINNAKER FINANCIAL ADVISORS, LLC

Nov 1998 – Dec 2021

IDAHO FALLS, ID

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 13, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPINNAKER FINANCIAL ADVISORS, LLC

CRD 118885 · SEC 801-67857

AUM

$42M

Regulatory assets under management

Employees

203 client accounts

Services offered by SPINNAKER FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPINNAKER FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph R Call offer?

Joseph R Call specializes in Financial Planning, Investment Management.

What are Joseph R Call's credentials?

Joseph R Call is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph R Call located?

Joseph R Call is based in IDAHO FALLS, Idaho, last registered with SPINNAKER FINANCIAL ADVISORS, LLC.

How does Joseph R Call charge for services?

Joseph R Call's firm is compensated through percentage of aum, other: fixed and hourly fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPINNAKER FINANCIAL ADVISORS, LLC?

SPINNAKER FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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