Joshua Gavit, financial advisor Indianapolis IN

Joshua Gavit

CRD Number: 6080366
Current Firm: Lincoln Investment

Joshua Gavit (CRD# 6080366) is an Investment Advisor Representative working at Lincoln Investment in Indianapolis, IN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Aug 2021 - Current 2
Unemployed Indianapolis, IN May 2021 - Aug 2021 < 1
Ronald Blue Trust Indianapolis, IN Jan 2020 - May 2021 1
Lincoln Investment Planning Wyncote, PA Nov 2012 - Dec 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S63 Uniform Securities State Law Examination Oct 2021
Contact Info for Joshua C. Gavit
Phone Number: 215-887-8111
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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