Brad Joseph

As a financial professional and an active member of his community, Brad is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop professional skills, he regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered Brad’s practical approach to offering financial services and advice to his clients. His academic achievements include a Finance degree from University of Louisiana. Maintaining a strong sense of community and a solid professional foundation are also very important to Brad. He is involved in the following groups: Meals on Wheels and Habitat for Humanity. As a devoted Christian, he is involved with church activities and events. He has been extremely fortunate to have traveled and vacationed in many parts of the world.

Education

• University of Louisiana at Lafayette, Bachelor’s Degree, Finance, 1986

Business Experience

• Investment Adviser Representative, Capital Analysts, LLC, January 2021 – Present

• Investment Adviser Representative, Lincoln Investment Planning, LLC, 2003 – Present

• Registered Representative, Lincoln Investment Planning, LLC, 1998 – Present

Professional Licenses/Designations

• Series 6 - Investment Company and Variable Contracts Products Representative Examination

• Series 63 - Uniform Securities Agent State Law Examination

• Series 65 - Uniform Investment Adviser Law Examination