Joshua GarlandCRD Number: 7055218
Current Firm: Apriem Advisors
Joshua Garland (CRD# 7055218) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 2 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Apriem Advisors||Irvine, CA||Nov 2018 - Current||3|
|Financial Professionals Group||Lake Forest, CA||Jul 2009 - Nov 2018||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management1,008MILLIONS
Total Number of Accounts2,340ACCOUNTS
Average Account Value$430,721
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA
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