Joshua Novorr (CRD# 6691640) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Overland Park, KS and has over 7 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lone Tree, CO | Aug 2016 - Current | 7 |
| Noshery Cafe' | Denver, CO | Jul 2015 - Jun 2016 | < 1 |
| Euclid Hall | Denver, CO | Jul 2015 - Oct 2015 | < 1 |
| Unemployed | Denver, CO | Apr 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CO
- KS
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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