Joshua Rigden, financial advisor Lone Tree CO
93 score

Joshua Rigden

CRD Number: 5588631
Current Firm: Schwab Private Client Investment Advisory, Inc.

Joshua Rigden (CRD# 5588631) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Jun 2012 - Current 4
Charles Schwab & Company, Inc. Lone Tree, CO Aug 2008 - Current 8
Best Buy Co Colorado Springs, CO Jun 2006 - Nov 2008 2
Barclays Card Us Colorado Springs, CO Jun 2008 - Aug 2008 < 1
Hr Block Denver, CO Dec 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Joshua A. Rigden
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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