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Joseph Doyle Mcintosh

STEWARD FINANCIAL GROUP, LLC·COLLEYVILLE, Texas
Series 65Clean record12 years registeredSTEWARD FINANCIAL GROUP, LLC
26 MAIN STREEET, COLLEYVILLE, TX 76034CRD# 6351596Firm CRD# 143513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Doyle Mcintosh · COLLEYVILLE, TX
Registration
CRD #6351596 · STEWARD FINANCIAL GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Aug 2023 – present
STEWARD WEALTH MANAGEMENT
Jul 2014 – Oct 2023
COLLEYVILLE, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 29, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWARD FINANCIAL GROUP, LLC
CRD 143513 · SEC 801-68837
AUM
$531M
Regulatory assets under management
Employees
7
337 client accounts
Services offered by STEWARD FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEWARD FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Joseph Doyle Mcintosh offer?
Joseph Doyle Mcintosh specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLLEYVILLE, Texas for a consultation.
What are Joseph Doyle Mcintosh's credentials?
Joseph Doyle Mcintosh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Doyle Mcintosh located?
Joseph Doyle Mcintosh is based in COLLEYVILLE, Texas, working with STEWARD FINANCIAL GROUP, LLC. Their office serves clients in the COLLEYVILLE metropolitan area and surrounding communities.
How does Joseph Doyle Mcintosh charge for services?
Joseph Doyle Mcintosh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARD FINANCIAL GROUP, LLC?
STEWARD FINANCIAL GROUP, LLC has approximately 7 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEWARD FINANCIAL GROUP, LLC

Dustin Cane Stiefel
COLLEYVILLE, TX
Vincent Edward Hawkins
COLLEYVILLE, TX

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