Joshua Smith, financial advisor Naples FL

Joshua Smith

CRD Number: 5133821
Current Firm: Capital Wealth Planning, LLC

Joshua Smith (CRD# 5133821) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capitalrock Financial, LLC Naples, FL Jan 2017 - Current 7
Capital Wealth Planning, Ll Naples, FL Mar 2011 - Current 13

Joshua Smith has no recent exams reported.
Contact Info for Joshua L. Smith
Phone Number: 239-593-2100
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,243
    MILLIONS
  • Total Number of Accounts
    10,834
    ACCOUNTS
  • Average Account Value
    $853,118
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, NH, PA, RI, TX

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