Joshua Beals (CRD# 6845710) is an Investment Advisor Representative working at Chi-rho Financial, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Full Time Student | Chapel Hill, NC | Aug 2016 - Jun 2017 | < 1 |
Gilder Office For Growth | Durham, NC | Jun 2016 - Aug 2016 | < 1 |
Full Time Student | Chapel Hill, NC | Aug 2015 - Jun 2016 | < 1 |
Edm Americas | Raleigh, NC | Jun 2015 - Aug 2015 | < 1 |
Full Time Student | Chapel Hill, NC | Aug 2014 - Jun 2015 | < 1 |
Cedar Document Technologies | Dunwoody, GA | Jun 2014 - Aug 2014 | < 1 |
Full Time Student | Attleboro, MA | Aug 2007 - Aug 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- GA
-
Total Assets Under Management981MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$163,534,809
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
GA, LA
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 derived from SEC.gov data covering 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.
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.