Joshua Croyle (CRD# 7011321) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mentor, OH and has over 5 years of experience in the finance industry. Joshua Croyle 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# 6053832
Voya Financial Advisors, Inc.
CRD# 6535471
Commonwealth Financial Network
CRD# 5480573
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Mentor, OH | Apr 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Mentor, OH | Apr 2019 - Current | 5 |
| Carver Financial Services | Mentor, OH | Apr 2019 - Current | 5 |
| Carver Financial Services | Mentor, OH | Apr 2019 - Current | 5 |
| Pnc Investments | Cleveland, OH | Aug 2018 - Mar 2019 | < 1 |
| Pnc Bank | Euclid, OH | Sep 2017 - Aug 2018 | < 1 |
| Steris | Mentor, OH | Jun 2016 - Aug 2017 | 1 |
| Eastlake School District - Willoughby | Eastlake, OH | Dec 2014 - May 2016 | 1 |
| New York Life | Lakewood, OH | Aug 2015 - Jan 2016 | < 1 |
| Safeguard Properties | Mentor, OH | Oct 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- OH
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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