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 17 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 5
Strategic Wealth Investment Group, LLC Louisville, KY Jun 2018 - Current 5
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
    901
    MILLIONS
  • Total Number of Accounts
    22,963
    ACCOUNTS
  • Average Account Value
    $39,227
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

AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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