Joshua Carvalho, financial advisor Fort Lauderdale FL

Joshua Carvalho

CRD Number: 6743645
Current Firm: Cantu Tactical Wealth Management, Inc.

Joshua Carvalho (CRD# 6743645) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in Fort Lauderdale, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cantu Tactical Wealth Management Fort Lauderdale, FL Sep 2016 - Current 7
Builders Pasadena, CA Jan 2007 - Current 17
Teachers On Reserve Burbank, CA Jan 2015 - Aug 2016 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Joshua B. Carvalho
Phone Number: 7139925153
Registered State(s):
  • CA
  • FL
  • GA
  • TX
Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $206,829
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

CA, FL, GA, TX

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