Joshua HouleCRD Number: 5887939
Current Firm: Steward Partners Investment Advisory, LLC
Joshua Houle (CRD# 5887939) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 7 years of experience in the finance industry.
Monadnock Capital Partners, LLC
Preferred Tax And Investment Advisors, Inc.
|Raymond James Financial Services, Inc.||Keene, NH||Nov 2016 - Current||1|
|Steward Partners Global Advisory, LLC||Keene, NH||Nov 2016 - Current||1|
|Steward Partners Investment Advisory, LLC||Keene, NH||Nov 2016 - Current||1|
|Keene Premier Rentals||Keene, NH||Aug 2008 - Current||9|
|Hillcrest Family Home||Harrisville, NH||Mar 2002 - Current||16|
|Edward Jones||Keene, NH||Feb 2011 - Nov 2016||5|
|Soccer Footskills||Keene, NH||Jan 2008 - Feb 2011||3|
|Cheshire United Soccer Club||Keene, NH||Jan 2008 - Feb 2011||3|
|Varsity Soccer||Keene, NH||Jan 2003 - Feb 2011||8|
|Keene State College||Keene, NH||Aug 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management3,513MILLIONS
Total Number of Accounts7,937ACCOUNTS
Average Account Value$442,621
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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