Joshua BinfordCRD Number: 5564157
Current Firm: Lockton Investment Advisors, LLC
Joshua Binford (CRD# 5564157) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Charlotte, NC and has over 7 years of experience in the finance industry. Joshua Binford 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lockton Companies||Charlotte, NC||Jul 2013 - Current||3|
|Lockton Financial Advisors, LLC||Charlotte, NC||Jul 2013 - Current||3|
|Lockton Investment Advisors, LLC||Kansas City, MO||Jul 2013 - Current||3|
|The Vanguard Group, Inc.||Charlotte, NC||Mar 2010 - Jul 2013||3|
|Wells Fargo||Charlotte, NC||Apr 2009 - Mar 2010||< 1|
|University Of Kentucky||Lexington, KY||Aug 2006 - Dec 2009||3|
|Fifth Third Bank||Lexington, KY||Aug 2008 - Mar 2009||< 1|
|Northwestern Mutual||Lexington, KY||May 2008 - Aug 2008||< 1|
|Lexington Community College||Lexington, KY||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Pension consulting services
AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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