Joshua Sailar (CRD# 5995365) is an Investment Advisor Representative working at Blue Zone Wealth Advisors, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Joshua Sailar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Zone Wealth Advisors, LLC | Los Angeles, CA | Dec 2019 - Current | 4 |
Miracle Mile Advisors, LLC | Los Angeles, CA | Apr 2016 - Dec 2019 | 3 |
Independent Financial Group LLC | El Segundo, CA | Mar 2014 - Apr 2016 | 2 |
Tri-star Financial Services, LLC | El Segundo, CA | Apr 2013 - Apr 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2014 |
S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- CA
-
Total Assets Under Management363MILLIONS
-
Total Number of Accounts359ACCOUNTS
-
Average Account Value$1,011,465
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, HI, TX
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