Joshua Topp, financial advisor Haverhill MA
96 score

Joshua Topp

CRD Number: 5311903
Current Firm: Flagship Harbor Advisors, LLC

Joshua Topp (CRD# 5311903) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Haverhill, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Flagship Harbor Advisors, LLC Bradford, MA Dec 2013 - Current 3
Lpl Financial LLC Bradford, MA Dec 2013 - Current 3
Metlife Securities Inc. Danvers, MA May 2009 - Nov 2013 4
Wachovia Securities Boston, MA Jun 2007 - May 2009 1
Footbridge Engineering Andover, MA Jun 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Joshua J. Topp
Phone Number: (857) 350-4229
Firm Website: http://www.fentonfg.com
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    847
    MILLIONS
  • Total Number of Accounts
    6,774
    ACCOUNTS
  • Average Account Value
    $125,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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