Joshua Shulman, financial advisor Clearwater FL
96 score

Joshua Shulman

CRD Number: 3154451
Current Firm: Raymond James Financial Services Advisors, Inc.

Joshua Shulman (CRD# 3154451) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clearwater, FL and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Clearwater, FL Jan 2016 - Current < 1
Raymond James Financial Services Advisors Inc. Clearwater, FL Jan 2016 - Current < 1
Sherpa Wealth Partners Clearwater, FL Jan 2016 - Current < 1
Sherpa Wealth Planners, LLC Clearwater, FL Jan 2016 - Current < 1
Granite Top Goodies, LLC St. Petersburg, FL Jan 2011 - Current 5
Wells Fargo Advisors LLC Clearwater, FL May 2009 - Jan 2016 6
Wachovia Securities, LLC Tampa, FL Jun 2008 - May 2009 < 1
Wachovia Securities, LLC St. Petersburg, FL Jun 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Joshua B. Shulman
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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