Joe David Myers
Joe David Myers is a native of Glasgow, Kentucky. He began his investment career with Edward D. Jones (EDJ) in August of 1988 and moved to Troy, AL (LA – lower Alabama that’s what they call it) to open the 4th office for EDJ in the state of Alabama. In July of 1989, he returned to his home town to take over an existing EDJ office. In 1991 Joe was offered a position with a regional investment firm where continued to grow a large clientele.
Joe always wanted to own his own practice, control his own business destiny and get away from proprietary products offered by the firms he had worked with previously. Joe became independent in August of 1994 and has owned his own independent practice since that time. Joe is not an employee of any broker dealer, but his securities license is registered with and oversight (compliance provided by) Independent Financial Group, LLC. This allows him to offer advice or investments that is most appropriate for the client to reach their investment goals and objectives.
After building his practice in southern KY and other states, Joe and his wife Lily decided to move to Surprise, AZ. In June 2009 they should a majority of their practice and moved to Surprise, AZ in February of 2010. At that time they jumped into community involvement and started offering investment services and products to the Northwest Valley of Phoenix. Joe now has more than 26 years of securities industry experience.
Joe has held a FINRA series 7 registration (General Securities) since 1988, a series 24 (General Securities Principal/Supervisory) registration since 2004 along with state registrations of Series 63 (Uniform Securities Agent State Law) since 1988 and series 66 (Uniform Combined State Law) since 2010.