Joshua Cumrine (CRD# 5387098) is an Investment Advisor Representative working at Rpc Wealth, LLC in Loveland, CO and has over 11 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cumrine Wealth Management, LLC | Loveland, CO | Jun 2015 - Current | 8 |
| Cumrine & Company, LLC | Loveland, CO | Jan 2009 - Current | 15 |
| Retirement Wealth Advisors, Inc. | Jenison, MI | May 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- CO
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Total Assets Under Management6MILLIONS
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Total Number of Accounts52ACCOUNTS
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Average Account Value$115,385
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
CO
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