Joshua Latimer, financial advisor Phoenix AZ
89 score

Joshua Latimer

CRD Number: 5926105
Current Firm: Charles Schwab & Company, Inc.

Joshua Latimer (CRD# 5926105) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Oct 2012 - Current 4
The Hartford Phoenix, AZ Jun 2010 - Sep 2012 2
Walmart El Mirage, AZ Feb 2010 - Jun 2010 < 1
Unemployed El Mirage, AZ Nov 2009 - Feb 2010 < 1
Calvary Community Church Phoenix, AZ Oct 2007 - Oct 2009 2
Starpointe Communities Scottsdale, AZ Dec 2006 - Oct 2007 < 1
Tws Electric Glendale, AZ Mar 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Joshua J. Latimer
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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