Joshua RatcliffCRD Number: 6262273
Current Firm: 1st Global Advisors Inc.
Joshua Ratcliff (CRD# 6262273) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Beaumont, TX and has over 2 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Vsr Advisory Services
Bluechip Financial Planning, Inc.
|Edgar, Kiker, & Cross, Pc||Beaumont, TX||Feb 2014 - Current||3|
|Penn Mutual Life Ins Co||Horsham, PA||Oct 2013 - Jan 2014||< 1|
|Hornor Townsend & Kent Nc||Horsham, PA||Oct 2013 - Jan 2014||< 1|
|Texas Tech University||Lubbock, TX||Aug 2009 - Sep 2013||4|
|Chic-fil-a||Lubbock, TX||Feb 2011 - Oct 2011||< 1|
|Bounce Zone||Beaumont, TX||May 2011 - Aug 2011||< 1|
|World Gym||Beaumont, TX||May 2010 - Aug 2010||< 1|
|Paradise Waterpark||Silsbee, TX||May 2007 - Aug 2009||2|
|Lumberton Highschool||Lumberton, TX||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV