Joshua Geib (CRD# 5460006) is an Investment Advisor Representative working at Zuraw Financial in Delray Beach, FL and has over 16 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zuraw Financial | Delray Beach, FL | Jun 2012 - Current | 11 |
| Edward A Zuraw & Company | Delray Beach, FL | Jan 2011 - Current | 13 |
| Gz Properties LLC | Delray Beach, FL | Nov 2010 - Current | 13 |
| Lightpoint Capital Management LLC | Delray Beach, FL | Oct 2015 - Dec 2021 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- FL
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$307,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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