Joshua Ayers (CRD# 6241551) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 7 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Kirtland, OH | Feb 2023 - Current | 1 |
| World Financial Group, Inc. | Kirtland, OH | Dec 2022 - Current | 1 |
| Duquesne Light Company | Pittsburgh, PA | Aug 2021 - Current | 2 |
| Equitable Advisors | New Park, PA | Sep 2020 - Dec 2022 | 2 |
| Exelon Corporation | Chicago, IL | Sep 2019 - Aug 2021 | 1 |
| Unemployed | New Park, PA | Oct 2018 - Aug 2020 | 1 |
| Independent Solutions | New Park, PA | Oct 2018 - Aug 2020 | 1 |
| Ameriprise Financial Services, Inc. | Columbia, MD | Aug 2018 - Sep 2018 | < 1 |
| Independent Solutions | New Park, PA | Aug 2016 - Aug 2018 | 2 |
| T. Rowe Price | Owings Mills, MD | Jul 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- PA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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