Joshua Mudse (CRD# 3105171) is an Investment Advisor Representative working at Family Financial in Manhattan Beach, CA and has over 23 years of experience in the finance industry. Joshua Mudse 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ff Advisors, Llc Dba Family Financial | Sneads Ferry, NC | Mar 2022 - Current | 2 |
| Running Point Capital Advisors, LLC | El Segundo, CA | Feb 2021 - Mar 2022 | 1 |
| Joshmudsecfp.com | Toledo, OH | Apr 2020 - Jan 2021 | < 1 |
| Carnegie Investment Counsel | Los Angeles, CA | Feb 2019 - Mar 2020 | 1 |
| Carnegie Investment Counsel | Pepper Pike, OH | Oct 2018 - Jan 2019 | < 1 |
| Munn Wealth Management | Maumee, OH | Jul 2015 - Oct 2018 | 3 |
| Mml Investors Services | Sylvania, OH | Jul 2014 - Jun 2015 | < 1 |
| Mass Mutual Life Insurance Company | Sylvania, OH | Jun 2014 - Jun 2015 | 1 |
| Advisor Efx | Toledo, OH | Mar 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management185MILLIONS
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Total Number of Accounts111ACCOUNTS
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Average Account Value$1,665,866
- 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
CA, NC, NH, TX
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