Joshua Smith, financial advisor Louisville KY

Joshua Smith

CRD Number: 4861445
Current Firm: Strategic Wealth Investment Group, LLC

Joshua Smith (CRD# 4861445) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Investment Group, LLC Louisville, KY Jun 2018 - Current 3
Strategic Wealth Investment Group, LLC Louisville, KY Jun 2018 - Current 3
J Smith (self Employed) Louisville, KY Jan 2008 - Jun 2018 10
Mh Equipment Louisville, KY Sep 2016 - May 2018 1
Global Imaging Systems Louisville, KY Aug 2009 - Aug 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Joshua M. Smith
Phone Number: 502-412-3354
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    378
    MILLIONS
  • Total Number of Accounts
    2,940
    ACCOUNTS
  • Average Account Value
    $128,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CO, FL, IN, KY, LA, NC, NE, OH, TN, TX, WA

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