Joshua Silverstein (CRD# 6087683) is an Investment Advisor Representative working at Investment Research Corp in Las Vegas, NV and has over 5 years of experience in the finance industry.
CRD# 2514757
Kingsbridge Wealth Management, Inc.
Score
100
CRD# 862041
The Investment Counsel Company
Score
100
CRD# 5106024
Hornor, Townsend & Kent, Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Capital Brokerage, Inc. | Denver, CO | Mar 2016 - Current | 1 |
| Voya Financial Advisors, Inc. | Las Vegas, NV | Aug 2015 - Feb 2016 | < 1 |
| Ameriprise Financial Services Inc. | Las Vegas, NV | Jun 2012 - Aug 2015 | 3 |
| Nordstrom | Las Vegas, NV | May 2012 - Jun 2012 | < 1 |
| Unemployed | Las Vegas, NV | Mar 2012 - Jun 2012 | < 1 |
| Dpsi | Las Vegas, NV | Aug 2002 - Mar 2012 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Financial Issue
- CA
- NV
- WA
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts126ACCOUNTS
-
Average Account Value$216,256
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, MI, MO, NC, NV, NY, OH, OK, PA, TX, VA, WA, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.