Joshua Manifold (CRD# 4628376) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keep Point Capital | Huntsville, AL | Jan 2023 - Current | 1 |
| Compass-ion Advisors | Conshohocken, PA | Dec 2012 - Current | 11 |
| Apw Capital, Inc. (formerly Camas) | Rockaway, NJ | Feb 2012 - Jan 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management1,090MILLIONS
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Total Number of Accounts3,277ACCOUNTS
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Average Account Value$332,508
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