VETTED

Joseph Myer

CFP^®

Tel: 571-351-2291 20416 Bashan Dr. Ste 201 Ashburn, VA 20147

About Joseph Myer

Joe spent over twenty years at two major Wall Street firms before founding Courser Capital Management, LLC. From the very beginning of his career, Joe envisioned his benchmark with clients to be in their top five important (non-family) people. This top five list often includes a clients: doctor, accountant, lawyer, spiritual guide, and their financial advisor. Joe's goal is to earn his place in every clients top five important people list.

*Advising clients since 2000 *CERTIFIED FINANCIAL PLANNER^™ professional *Harvard University Master's Degree in Finance *Georgetown University Certificate of Financial Planning *University of Wyoming Bachelor of Science *Worked at the Chicago Board of Trade

Outside of work, Joe has dedicated countless hours to various leadership and volunteer roles with non-profits, Rotary International, and local government. Joe has served as President of the Clarke County Education Foundation and the Rotary Club of Frederick County. He has also served as Co-Chair of the United Way Day of Caring. Joe currently serves on the Board of Directors for the Clarke County Sanitary Authority and the Finance Council of his church, St. Bridget of Ireland Catholic Church.

Joe is a native of and currently resides in Clarke County, Virginia, with his wife, Tamara, and their four children.

About Courser Capital Management, LLC

Courser Capital Management, LLC is an independent advisory firm dedicated to delivering experienced, informed, professional advice. Our goal is to serve as our clients' outsourced chief financial officers; providing comprehensive planning and guidance to help align their wealth with their goals.

See Disclosures

Our Team

Joseph Myer

Chief Investment Officer

Joseph Myer

Chief Investment Officer

Sonia Barnes

Director of Client Services

Sonia Barnes

Director of Client Services

General Information

CRD#:

4066111

Firm CRD#:

6413

Name of Broker/Dealer:

LPL Financial

Name of Custodial Firm:

LPL Financial

States Licensed in:

VA,NC,SC

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Joseph has been giving clients comprehensive and personalized advice since 2000. In that time, he has helped clients navigate some of history's most challenging market and economic conditions. Joseph's dedication to continual professional growth has earned the trust of high and ultra-high net worth investors. As an independent advisory firm, Courser Capital Management places its clients' interests at the center of its advice.

Work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor:

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP^®

Securities Licenses:

Series 7, Series 66

Insurance and Annuity Licenses:

Variable Annuity, Life, Health, Long Term Care, Variable Life, Annuity, Disability

Services

Investment Types:

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments

Can meet clients in the following ways:

Phone, Video Conference, Our Office

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$1,000,000

Compensation Methods:

Based on Assets, Flat Fee

Fee % Based on Assets:

1.00

Minimum Fee Charged for Hourly Planning Accounts:

$5420

Firm Information

Firm's Number of Clients:

120

Firm's Number of Planning Clients:

120

Firm's Number of Managed Clients:

120

Assets Managed by Firm:

$242,406,508

Advisor's Number of Clients:

120

Advisor's Number of Managed Clients:

120

Advisor's Number of Planning Clients:

120

Total Assets Under Management by Advisor:

$242,406,508

Preferred meeting methods

I provide a free initial consultation:

Yes

Financial Advice & Consulting