Joshua Medvidofsky (CRD# 5288667) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Billings, MT and has over 16 years of experience in the finance industry. Joshua Medvidofsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Billings, MT | May 2021 - Current | 2 |
| Mg Financial Advisors | Billings, MT | Apr 2019 - May 2021 | 2 |
| Principal Life Insurance Company | Denver, CO | Oct 2012 - May 2021 | 8 |
| Principal Securities Inc. | Denver, CO | Feb 2007 - May 2021 | 14 |
| Retirement Solutions Of Colorado, LLC | Denver, CO | Dec 2018 - Jul 2019 | < 1 |
| Medvidofsky & Brown Retirement Partners | Denver, CO | Jul 2014 - Jan 2019 | 4 |
| Complete Retirement Solutions | Denver, CO | Dec 2008 - Jan 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MT
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
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