Joshua LatimerCRD 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 4 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Oct 2012 - Current||5|
|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|
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