Joshua Williamson, financial advisor Norco CA
93 score

Joshua Williamson

CRD Number: 5405183
Current Firm: Transamerica Financial Advisors, Inc.

Joshua Williamson (CRD# 5405183) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Norco, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Debtmerica Santa Ana, CA Aug 2015 - Current 1
Transamerica Financial Advisors, Inc. Norco, CA Jan 2012 - Current 4
Legal Helpers Debt Resolution Center Chicago, IL Oct 2011 - Current 5
Jc Financial, Inc. Corona, CA Mar 2011 - Current 5
World Financial Group Corona, CA Mar 2007 - Current 9
Investment Advisors International, Inc. Corona, CA Jun 2011 - Jan 2012 < 1
World Group Securities, Inc. Corona, CA Aug 2007 - Jan 2012 4
Hc & D Architects Inc. Corona, CA Jul 2006 - Apr 2009 2
Ainsworth Financial Rancho Cucamonga, CA Feb 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Joshua Williamson
Phone Number: 727-299-1800
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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