Joshua Ottinger, financial advisor Daytona Beach FL

Joshua Ottinger

CRD Number: 4812200
Current Firm: Gibbs Wealth Management, LLC

Joshua Ottinger (CRD# 4812200) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Daytona Beach, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Gibbs Wealth Management, LLC Allentown, PA Mar 2023 - Current 1
Strategic Wealth Alliance Group Allentown, PA Jun 2019 - Current 4
Elementis Allentown, PA Jul 2016 - Sep 2019 3
Gmz Medina, OH Mar 2015 - Jul 2016 1
Air Products Allentown, PA Jun 2006 - Mar 2015 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2023
Contact Info for Joshua L. Ottinger
Phone Number: 678-694-8770
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    2,983
    ACCOUNTS
  • Average Account Value
    $131,205
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, NC, NJ, OH, PA, RI, TN, TX, VA, VT, WI

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