Joshua Silverstein, financial advisor Las Vegas NV
78 score

Joshua Silverstein

CRD Number: 6087683
Current Firm: Investment Research Corp

Joshua Silverstein (CRD# 6087683) is an Investment Advisor Representative working at Investment Research Corp in Las Vegas, NV and has over 4 years of experience in the finance industry.

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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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Joshua B. Silverstein
Phone Number: 303-626-0634
Registered State(s):
  • CA
  • NV
  • WA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $216,256
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, MI, MO, NC, NV, NY, OH, OK, PA, TX, VA, WA, WV

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BADGES
78

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