Joshua Carroll, financial advisor Beverly Hills CA
88 score

Joshua Carroll

CRD Number: 6346780
Current Firm: Raymond James & Associates, Inc.

Joshua Carroll (CRD# 6346780) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beverly Hills, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Beverly Hills, CA May 2014 - Current 2
University Of Colorado Boulder Boulder, CO Aug 2010 - May 2014 3
Arcadia, Inc. Vernon, CA Jun 2013 - Jul 2013 < 1
Arcadia, Inc. Vernon, CA Jun 2012 - Jul 2012 < 1
Arcadia, Inc. Vernon, CA Jun 2011 - Jul 2011 < 1
Palos Verdes High School Palos Verdes Estates, CA Aug 2006 - Aug 2010 4
Palos Verdes Intermediate School Palos Verdes Estates, CA Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Joshua F. Carroll
Phone Number: 727-567-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, 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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