Joshua Metayer (CRD# 6065131) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, VT and has over 8 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | South Burlington, VT | Dec 2022 - Current | 1 |
| Td Ameritrade, Inc. | South Burlington, VT | Oct 2017 - Dec 2022 | 5 |
| Foresters Equity Services, Inc. | San Diego, CA | Jan 2017 - Nov 2017 | < 1 |
| Pc Construction Company | South Burlington, VT | May 2017 - Oct 2017 | < 1 |
| Maple City Candy | Swanton, VT | Aug 2016 - Jan 2017 | < 1 |
| Metlife Securities, Inc. | New York, NY | Feb 2015 - Aug 2016 | 1 |
| Swanton Vermont School System | Swanton, VT | Sep 1997 - Mar 2015 | 17 |
| State Street | Boston, MA | Jun 2014 - Nov 2014 | < 1 |
| Champlain College | Burlington, VT | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- VT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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