Joshua Kirby (CRD# 6554297) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Houston, TX and has over 8 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Calton & Associates, Inc. | Houston, TX | Nov 2017 - Current | 6 |
Ims Financial Advisors, Inc. | Houston, TX | Jun 2016 - Current | 7 |
Ims Securities, Inc. | Houston, TX | Sep 2015 - Nov 2017 | 2 |
Unemployed | Round Rock, TX | May 2015 - Aug 2015 | < 1 |
Georgia Tech Strategic Consulting | Atlanta, GA | Sep 2014 - May 2015 | < 1 |
Georgia Institute Of Technology | Atlanta, GA | Aug 2011 - May 2015 | 3 |
Pension Planners Of Central Texas | Round Rock, TX | May 2014 - Aug 2014 | < 1 |
Georgia Tech Conference Services | Atlanta, GA | May 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2015 |
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- TX
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Total Assets Under Management274MILLIONS
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Total Number of Accounts942ACCOUNTS
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Average Account Value$291,309
- A percentage of assets under your management
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