Joshua Vinson (CRD# 6948802) is an Investment Advisor Representative working at 11 Financial in Lufkin, TX and has over 6 years of experience in the finance industry.
CRD# 6112979
11 Financial
CRD# 6286247
Sanctuary Advisors, LLC
CRD# 1919595
Sanctuary Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
One Infusion Pharmacy LLC | Miramar, FL | Aug 2021 - Current | 2 |
Kovar Wealth Management | Lufkin, TX | May 2018 - Current | 5 |
Envoy Advisory Inc. | Sunny Isles Beach, FL | Jun 2022 - Mar 2024 | 1 |
United Health Group | San Antonio, TX | Mar 2019 - Jul 2021 | 2 |
Hpcrx Pharmacy | San Antonio, TX | Nov 2015 - Mar 2019 | 3 |
Walgreens Home Infusion / Option Care | San Antonio, TX | Jul 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- FL
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$96,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, CA, CO, CT, FL, KS, LA, MA, MD, MO, NC, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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