Joshua Weygandt (CRD# 5296454) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Glendale, CA | Jul 2019 - Current | 4 |
| Altaone Credit Union | Ridgecrest, CA | Nov 2018 - Jun 2019 | < 1 |
| Lpl Financial LLC | Ridgecrest, CA | Nov 2018 - Jun 2019 | < 1 |
| Allstate Insurance Company | Apple Valley, CA | May 2018 - Oct 2018 | < 1 |
| Valic Financial Advisors, Inc. | Glendale, CA | May 2014 - Apr 2018 | 3 |
| Lifetime Solutions, Inc. | Victorville, CA | Apr 2014 - Dec 2014 | < 1 |
| Transamerica Financial Advisors, Inc. | Corona, CA | Oct 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- CA
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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