Joshua Barone (CRD# 3120814) is an Investment Advisor Representative working at Universal Value Advisors in Reno, NV and has over 25 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Farther Finance Advisors | Reno, NV | Jun 2023 - Current | < 1 |
Universal Value Advisors | Reno, NV | Jan 2017 - Current | 7 |
Fourstar Wealth Advisors, LLC | Chicago, IL | Feb 2019 - Jun 2023 | 4 |
Barone Distribution | Reno, NV | Jan 2008 - Aug 2019 | 11 |
Fieldstone Financial Management Group, LLC | Reno, NV | Oct 2016 - Mar 2019 | 2 |
Concert Wealth Management | Reno, NV | Aug 2014 - Dec 2016 | 2 |
Universal Value Advisors | Reno, NV | Feb 2006 - Dec 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1998 |
S66 | NASAA Uniform Combined State Law Examination | May 2000 |
- NV
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$45,141,673
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
NV
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