Joshua Ratcliff, financial advisor Beaumont TX
88 score

Joshua Ratcliff

CRD 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.

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Company Name Location Dates Years
Edgar, Kiker, & Cross, Pc Beaumont, TX Feb 2014 - Current 2
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
Contact Info for Joshua B. Ratcliff
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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