Joshua Denney, financial advisor Missoula MT
93 score

Joshua Denney

CRD Number: 5492542
Current Firm: Sgl Investment Advisors, Inc.

Joshua Denney (CRD# 5492542) is an Investment Advisor Representative working at Sgl Investment Advisors, Inc. in Missoula, MT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sg Long & Company Missoula, MT May 2008 - Current 8
Nwfn Missoula, MT Dec 2007 - May 2008 < 1
Dennici Brothers LLC Missoula, MT Apr 2007 - May 2008 1
Santa Woodworks Mssioula, MT Jan 2007 - Apr 2008 1
Woodland Montessori Kalispell, MT Jun 2006 - Dec 2006 < 1
U 0f M Athletic Department Missoula, MT Apr 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Joshua P. Denney
Phone Number: 406-721-0999
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    128
    MILLIONS
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $452,507
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MT, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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