Joshua Medvidofsky, financial advisor Denver CO
73 score

Joshua Medvidofsky

CRD Number: 5288667
Current Firm: Principal Securities, Inc.

Joshua Medvidofsky (CRD# 5288667) is an Investment Advisor Representative working at Principal Securities, Inc. in Denver, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Medvidofsky & Brown Retirement Partners Denver, CO Jul 2014 - Current 2
Principal Life Insurance Company Denver, CO Oct 2012 - Current 4
Complete Retirement Solutions Denver, CO Dec 2008 - Current 8
Princor Financial Services Corporation Denver, CO Feb 2007 - Current 9
Principal Life Insurance Denver, CO Feb 2007 - Dec 2008 1
Universal Lending Denver, CO Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Apr 2007
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Joshua A. Medvidofsky
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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