Joshua Mungavin, financial advisor Coral Gables FL

Joshua Mungavin

CRD Number: 5797091
Current Firm: Evensky & Katz/foldes Financial Wealth Management

Joshua Mungavin (CRD# 5797091) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 11 years of experience in the finance industry. Joshua Mungavin 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.

Similar Advisors
Mario Yngerto, financial advisor Coral Gables FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor Coral Gables FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Gaston Abello, financial advisor Coral Gables FL
Gaston E. Abello
CRD# 5444684
Morgan Stanley
Professional Designations
Company Name Location Dates Years
Evensky & Katz/foldes Financial Bellevue, WA Nov 2020 - Current < 1
Evensky & Katz/foldes Financial Coral Gables, FL Jul 2014 - Nov 2020 6
Evensky & Katz LLC Coral Gables, FL May 2008 - Jul 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joshua D. Mungavin
Phone Number: 305-448-8882
Firm Website: http://www.evensky.com
Registered State(s):
  • FL
  • WA
By the Numbers
  • Total Assets Under Management
    2,096
    MILLIONS
  • Total Number of Accounts
    4,399
    ACCOUNTS
  • Average Account Value
    $476,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Joshua Mungavin and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.