Joshua Goulding, financial advisor Alexandria VA
86 score

Joshua Goulding

CRD Number: 5349401
Current Firm: Mclaughlin Ryder Investments, Inc.

Joshua Goulding (CRD# 5349401) is an Investment Advisor Representative working at Mclaughlin Ryder Investments, Inc. in Alexandria, VA and has over 9 years of experience in the finance industry. Joshua Goulding has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mclaughlin Ryder Investments, Inc. Alexandria, VA Feb 2012 - Current 4
Guardian Life Insurance Company Lutherville, MD Feb 2009 - Current 7
Campbell Wealth Management, Inc. Fairfax, VA Oct 2010 - Feb 2012 1
Lpl Financial Fairfax, VA Jul 2010 - Feb 2012 1
Park Avenue Securities Lutherville, MD Mar 2009 - Aug 2010 1
Axa Advisors LLC New York, NY Aug 2007 - Feb 2009 1
Unemployed Bethesda, MD Apr 2007 - May 2007 < 1
Georgetown University Washington, DC Aug 2003 - May 2007 3
Mia's Pizza Bethesda, MD Dec 2006 - Apr 2007 < 1
Hamburger Hamlet Bethesda, MD Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joshua W. Goulding
Phone Number: 703-684-9222
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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