Joshua Beachler (CRD# 6521283) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 7 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearwater Capital Partners | Hoffman Estates, IL | Aug 2019 - Current | 4 |
| Bank Of America, N.a. | Chicago, IL | Oct 2016 - Aug 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Aug 2016 - Aug 2019 | 3 |
| Unemployed | South Elgin, IL | May 2016 - Aug 2016 | < 1 |
| Taylor University | Upland, IN | Sep 2015 - May 2016 | < 1 |
| Westminster Christian School | Elgin, IL | Dec 2015 - Dec 2015 | < 1 |
| Guillaume And Freckman | Palatine, IL | Jun 2015 - Aug 2015 | < 1 |
| Taylor University | Upland, IN | Aug 2014 - May 2015 | < 1 |
| Westminster Christian School | Elgin, IL | Jun 2014 - Aug 2014 | < 1 |
| Taylor University | Upland, IN | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- IL
- TX
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Total Assets Under Management1,232MILLIONS
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Total Number of Accounts2,482ACCOUNTS
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Average Account Value$496,421
- 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
- 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
- Other
AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WY
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