Joshua MedvidofskyCRD 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 10 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|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||10|
|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|
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
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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