Joshua Pico, financial advisor Pasadena CA
93 score

Joshua Pico

CRD Number: 4612986
Current Firm: Charles Schwab & Company, Inc.

Joshua Pico (CRD# 4612986) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pasadena, CA and has over 13 years of experience in the finance industry.

Similar Advisors
David Fried, financial advisor Pasadena CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Pasadena CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Similar Advisors
Roger Conde, financial advisor Pasadena CA
Roger Conde
CRD# 2477484
Ira Wealth Management
Score
100
Company Name Location Dates Years
Charles Schwab & Company, Inc. Pasadena, CA Nov 2012 - Current 4
Charles Schwab Bank Pasadena, CA Nov 2012 - Current 4
Glencoe Partners Rancho Cucamonga, CA Jan 2012 - Nov 2012 < 1
Securities Service Network, Inc. Ranch Cucamonga, CA Aug 2011 - Jan 2012 < 1
Td Ameritrade Inc. Rancho Cucamonga, CA Oct 2009 - Aug 2011 1
Allstate Insurance Co Glendale, CA Sep 2008 - Oct 2009 1
Fidelity Investments Pasadena, CA May 2005 - Sep 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Joshua L. Pico
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.