Joshua Ekola, financial advisor Moraine OH
90 score

Joshua Ekola

CRD Number: 5961731
Current Firm: Transamerica Financial Advisors, Inc.

Joshua Ekola (CRD# 5961731) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Moraine, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Moraine, OH Jan 2012 - Current 4
Outdoor Tracker Systems Sioux Falls, SD Aug 2011 - Current 5
World Financial Group, Inc. Moraine, OH Jul 2011 - Current 5
Investment Advisors International, Inc. Dayton, OH Sep 2011 - Jan 2012 < 1
World Group Securities, Inc. Centerville, OH Jul 2011 - Jan 2012 < 1
Dayton Freight Lines Dayton, OH Jun 2003 - Jul 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Joshua Ekola
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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