Joshua Walzer, financial advisor Alpharetta GA
90 score

Joshua Walzer

CRD Number: 5969478
Current Firm: Fifth Third Securities, Inc.

Joshua Walzer (CRD# 5969478) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Alpharetta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Atlanta, GA Feb 2016 - Current < 1
Bank Of America, N.a. Marietta, GA Aug 2012 - Feb 2016 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marietta, GA Jul 2012 - Feb 2016 3
Morgan Stanley Smith Barney Atlanta, GA Aug 2011 - Jun 2012 < 1
Dept Of Natural Resources Atlanta, GA Aug 2007 - Aug 2011 4
Ameripark Atlanta, GA Apr 2006 - Sep 2007 1
University Of West Georgia Carrollton, GA Aug 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Joshua B. Walzer
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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