Joshua PicoCRD 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 14 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Charles Schwab & Company, Inc.||Pasadena, CA||Nov 2012 - Current||5|
|Charles Schwab Bank||Pasadena, CA||Nov 2012 - Current||5|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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