Joshua Leung (CRD# 6854046) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Sep 2018 - Current | 5 |
| Modern Woodmen Of America | Rock Island, IL | Apr 2018 - Current | 6 |
| Chapman University | Orange, CA | Jun 2016 - May 2018 | 1 |
| Chapman Residence Life | Orange, CA | May 2015 - May 2018 | 3 |
| Chapman University | Orange, CA | Sep 2014 - May 2018 | 3 |
| Northwestern Mutual | Newport, CA | Sep 2017 - Dec 2017 | < 1 |
| Target | Anaheim, CA | Apr 2017 - Sep 2017 | < 1 |
| Chapman University | Orange, CA | May 2015 - May 2016 | 1 |
| Chapman University | Orange, CA | Sep 2015 - Apr 2016 | < 1 |
| Chapman University | Orange, CA | Oct 2014 - May 2015 | < 1 |
| Unemployed | Cerritos, CA | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts1,432ACCOUNTS
-
Average Account Value$150,903
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.