Joshua McNeil (CRD# 6075412) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mooresville, NC and has over 3 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Charlotte, NC | Sep 2021 - Current | 2 |
| Truist Investment Services, Inc. | Charlotte, NC | Mar 2021 - Current | 3 |
| The Vanguard Group, Inc. | Charlotte, NC | Aug 2020 - Mar 2021 | < 1 |
| Northwestern Mutual | Charlotte, NC | Apr 2020 - Jun 2020 | < 1 |
| Online Trading Academy | Cornelius, NC | Jun 2017 - Apr 2020 | 2 |
| Online Trading Academy | New York, NY | Oct 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- NC
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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