Joshua WoodburyCRD Number: 5445806
Current Firm: Raymond James Financial Services Advisors, Inc.
Joshua Woodbury (CRD# 5445806) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint George, UT and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Principal Securities, Inc.
Bcj Capital Management
|Woodbury Real Estate Enterprises||Washington, UT||May 2015 - Current||2|
|Woodbury Corporate Enterprises/the Tax Company||St George, UT||May 2015 - Current||2|
|Woodbury Enterprises/plan Administrators||St. George, UT||May 2015 - Current||2|
|Abby Jane Rentals||Washington, UT||May 2015 - Current||2|
|Raymond James Financial Services, Inc.||St. George, UT||May 2014 - Current||3|
|Raymond James Financial Services Advisors Inc.||St. George, UT||May 2014 - Current||3|
|The Tax Company||St. George, UT||Feb 2009 - Current||9|
|Raymond James Financial Services, Inc.||St. George, UT||Mar 2014 - May 2014||< 1|
|Wells Fargo Bank, N.a.||St. George, UT||Mar 2008 - Feb 2009||< 1|
|Wells Fargo Investments, LLC||St. George, UT||Apr 2008 - Jan 2009||< 1|
|Edward Jones||St Louis, MO||Oct 2007 - Feb 2008||< 1|
|Wells Fargo Bank||Logan, UT||Mar 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, 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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