Joshua Gossett, financial advisor Dayton OH
87 score

Joshua Gossett

CRD Number: 5975312
Current Firm: Transamerica Financial Advisors, Inc.

Joshua Gossett (CRD# 5975312) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dayton, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Buckeye Community Hope Foundation Columbus, OH Jan 2016 - Current < 1
Transamerica Financial Advisors, Inc. Dayton, OH Jan 2012 - Current 4
World Financial Group, Inc. Dayton, OH Jul 2011 - Current 5
Reynolds And Reynolds Dayton, OH Oct 2014 - Mar 2016 1
Lowe's Home Improvment Fairborn, OH Oct 2003 - Aug 2013 9
World Group Securities, Inc. Dayton, OH Sep 2011 - Jan 2012 < 1

Joshua Gossett has no recent exams reported.
Contact Info for Joshua D. Gossett
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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
87
Clean Record
This advisor has a clean track record with regulators.

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