Joshua King, financial advisor Pittsburgh PA

Joshua King

CRD Number: 6538585
Current Firm: Wells Fargo Clearing Services, LLC

Joshua King (CRD# 6538585) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pittsburgh, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Pittsburgh, PA May 2021 - Current < 1
Fidelity Investments Greenwood Village, CO Jan 2021 - May 2021 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver, CO Aug 2019 - Jan 2021 1
Bank Of America, N.a. Denver, CO Aug 2019 - Jan 2021 1
Wells Fargo Clearing Services, LLC Pittsburgh, PA Nov 2016 - Jul 2019 2
Wells Fargo Advisors, LLC Pittsburgh, PA Aug 2016 - Nov 2016 < 1
Liberty University Lynchburg, VA Aug 2012 - May 2016 3
Staffmark Pittsburgh, PA May 2013 - Jan 2015 1
La Fitness Pittsburgh, PA Jun 2012 - Aug 2012 < 1
Jersey Mike's Submarines Wexford, PA Jun 2007 - Jun 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Joshua B. King
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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