Joshua Hargrove (CRD# 6121150) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 11 years of experience in the finance industry. Joshua Hargrove 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Wealth Partners, LLC | Plano, TX | Oct 2018 - Current | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Oct 2018 | 2 |
| Northwestern Mutual Investment Services, LLC | Allen, TX | Jan 2013 - Oct 2018 | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2012 - Oct 2018 | 6 |
| Boom Sticks | Wylie, TX | Aug 2012 - Oct 2018 | 6 |
| Northwestern Mutual Investment Services, LLC | Allen, TX | Feb 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- TX
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Total Assets Under Management790MILLIONS
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Total Number of Accounts2,901ACCOUNTS
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Average Account Value$272,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, IL, LA, NC, NH, OK, TN, TX, VA, WA
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