Joshua Materne (CRD# 6923830) is an Investment Advisor Representative working at Ideology Wealth Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ideology Real Estate Fund I, LLC | Dallas, TX | Jan 2023 - Current | 1 |
| Ideology Financial, LLC | Dallas, TX | Feb 2022 - Current | 2 |
| Ideology Wealth Advisors, LLC | Dallas, TX | Feb 2021 - Current | 3 |
| Materne Law, Pllc | Dallas, TX | Jun 2018 - Current | 5 |
| Materne Wealth Strategies, LLC | Niceville, FL | Jan 2014 - Current | 10 |
| Materne Wealth Advisers, LLC | Dallas, TX | Jan 2018 - Feb 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- LA
- TX
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$269,547
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
LA, TX
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