Joshua StrombergCRD Number: 6954547
Current Firm: Divergent Planning
Joshua Stromberg (CRD# 6954547) is an Investment Advisor Representative working at Divergent Planning in Bethesda, MD and has 1 year of experience in the finance industry. Joshua Stromberg 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Divergent Planning, LLC||Bethesda, MD||Jan 2022 - Current||1|
|Wealthway Financial Advisors||Norfolk, VA||Jun 2019 - Jan 2022||2|
|Virginia Polytechnic & State Institute||Blacksburg, VA||Aug 2015 - May 2019||3|
|Ameriprise Financial||Mclean, VA||May 2018 - Aug 2018||< 1|
|Fairfax Racquet Club||Fairfax, VA||May 2017 - Aug 2017||< 1|
|Travesky & Associates, Ltd.||Fairfax, VA||May 2016 - Aug 2016||< 1|
|Travesky & Associations, Ltd.||Fairfax, VA||May 2015 - Aug 2015||< 1|
|South County High School||Lorton, VA||Aug 2011 - May 2015||3|
Total Assets Under Management198MILLIONS
Total Number of Accounts768ACCOUNTS
Average Account Value$257,609
- 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
CA, DC, FL, GA, LA, MD, NC, SC, TX, VA
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