Kishore Joshi (CRD# 7157545) is an Investment Advisor Representative working at Joshi Capital Management, LLC in Cumming, GA and has over 4 years of experience in the finance industry.
CRD# 5664472
Ajax Capital Advisors, Inc.
CRD# 3154271
Morgan Stanley
CRD# 4804085
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joshi Capital Management, LLC | Cumming, GA | Jan 2019 - Current | 5 |
| Unemployed | Cumming, GA | Aug 2018 - Dec 2018 | < 1 |
| At&t Services, Inc. | Alpharetta, GA | Mar 2008 - Jul 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CA
- GA
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$58,333
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, GA, TX
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