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Joe Harvey Giltner

AXIO WEALTH MANAGEMENT, INC.·WEST COLUMBIA, South Carolina
Series 65Clean record13 years registeredAXIO WEALTH MANAGEMENT, INC.
101 TRADE ZONE DR. SUITE 20A, WEST COLUMBIA, SC 29170CRD# 6117093Firm CRD# 306982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joe Harvey Giltner · WEST COLUMBIA, SC
Registration
CRD #6117093 · AXIO WEALTH MANAGEMENT, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

AXIO CONSULTING GROUP
Jan 2020 – present
CCM INVESTMENT ADVISERS, LLC
Jul 2013 – Dec 2019
COLUMBIA, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 24, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AXIO WEALTH MANAGEMENT, INC.
CRD 306982 · SEC 801-117968
AUM
$657K
Regulatory assets under management
Employees
1
1 client accounts
Services offered by AXIO WEALTH MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AXIO WEALTH MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Joe Harvey Giltner offer?
Joe Harvey Giltner specializes in Investment Management, Wealth Management. Contact their office in WEST COLUMBIA, South Carolina for a consultation.
What are Joe Harvey Giltner's credentials?
Joe Harvey Giltner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joe Harvey Giltner located?
Joe Harvey Giltner is based in WEST COLUMBIA, South Carolina, working with AXIO WEALTH MANAGEMENT, INC.. Their office serves clients in the WEST COLUMBIA metropolitan area and surrounding communities.
How does Joe Harvey Giltner charge for services?
Joe Harvey Giltner's firm is compensated through percentage of aum, other: percentage of advised assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXIO WEALTH MANAGEMENT, INC.?
AXIO WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $657K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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