Joshua Barone, financial advisor Reno NV
93 score

Joshua Barone

CRD Number: 3120814
Current Firm: Fieldstone Financial Management Group, LLC

Joshua Barone (CRD# 3120814) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Reno, NV and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Fieldstone Financial Management Group, LLC Reno, NV Oct 2016 - Current 1
Ancora West Advisors LLC Reno, NV Nov 2005 - Current 12
Concert Wealth Management Reno, NV Aug 2014 - Dec 2016 2
B/d Holdings Inc. Cleveland, OH Nov 2000 - Jun 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination May 2000
Contact Info for Joshua A. Barone
Phone Number: 800-888-5164
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    1,059
    ACCOUNTS
  • Average Account Value
    $233,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, DE, FL, IL, MA, MD, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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