Joshua Farmer (CRD# 6633190) is an Investment Advisor Representative working at Ameritas Advisory Services in Highland Park, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 5569194
Amplify Investments LLC
CRD# 1955854
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Highland Park, IL | Jun 2020 - Current | < 1 |
| Ameritas Life Insurance Corp | Lincoln, NE | Aug 2017 - May 2020 | 2 |
| Midwest Financial Solutions, LLC | Iowa City, IA | May 2017 - May 2020 | 3 |
| Ameritas Investment Corp | Lincoln, NE | May 2017 - May 2020 | 3 |
| Hawkeye Brokerage Center, Inc. | Iowa City, IA | May 2017 - May 2020 | 3 |
| University Of Iowa | Iowa City, IA | Aug 2013 - May 2017 | 3 |
| Best Buy | Iowa City, IA | Oct 2016 - Feb 2017 | < 1 |
| Rhino Gunite Inc. | Houston, TX | Jun 2016 - Aug 2016 | < 1 |
| Zolio Inc. | Iowa City, IA | Feb 2016 - Apr 2016 | < 1 |
| Azteca Gunite Inc. | Houston, TX | Jun 2015 - Aug 2015 | < 1 |
| Imperial City Chinese Cafe | Cypress, TX | Jun 2013 - Aug 2013 | < 1 |
| Waller High School | Waller, TX | Aug 2009 - May 2013 | 3 |
| Qdoba Mexican Grill | Cypress, TX | May 2012 - Dec 2012 | < 1 |
| Famous Footwear | Cypress, TX | Nov 2011 - Dec 2011 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
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Total Assets Under Management9,271MILLIONS
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Total Number of Accounts31,262ACCOUNTS
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Average Account Value$296,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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