Joshua Wilson (CRD# 5522320) is an Investment Advisor Representative working at Pin Wealth in North Reading, MA and has over 8 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jan 2022 - Current | 2 |
| Pin Wealth, LLC | North Reading, MA | Jan 2022 - Current | 2 |
| Life Insurance Agency | North Reading, MA | Sep 2011 - Current | 12 |
| Securities America, Inc. | North Reading, MA | Oct 2017 - Jan 2022 | 4 |
| Securities America Advisors | North Reading, MA | Oct 2017 - Jan 2022 | 4 |
| National Planning Corporation | North Reading, MA | Dec 2013 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
- NH
- NY
- TX
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Total Assets Under Management84MILLIONS
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Total Number of Accounts491ACCOUNTS
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Average Account Value$170,122
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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