Joshua Roberds (CRD# 6792838) is an Investment Advisor Representative working at Fairhaven Financial Advisory Corporation in East Lansing, MI and has over 5 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fairhaven Financial Advisory Corporation | East Lansing, MI | May 2017 - Current | 6 |
| Extend Your Reach | Grand Rapids, MI | Sep 2016 - May 2017 | < 1 |
| Munters Corporation | Lansing, MI | Dec 2015 - Sep 2016 | < 1 |
| Royal Technologies | Hudsonville, MI | Oct 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- MI
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts1,070ACCOUNTS
-
Average Account Value$236,908
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, MI, NC, TX
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