Joshua Black, financial advisor Sandy UT

Joshua Black

CRD Number: 4280729
Current Firm: Kestra Advisory Services, LLC

Joshua Black (CRD# 4280729) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sandy, UT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. Sandy, UT May 2019 - Current 1
Black Crest Investments Sandy, UT May 2019 - Current 1
Woodbury Financial Services Inc. Alpine, UT Jun 2015 - May 2019 3
Securities America Advisors, Inc. La Vista, NE Nov 2014 - Jun 2015 < 1
Securities America Inc. Alpine, UT Nov 2014 - Jun 2015 < 1
Kansas City Life Insurance Alpine, UT Jun 2008 - Nov 2014 6
Sunset Financial Services, Inc. Alpine, UT Jun 2008 - Nov 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joshua F. Black
Phone Number: 8445537872
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    29,037
    MILLIONS
  • Total Number of Accounts
    97,846
    ACCOUNTS
  • Average Account Value
    $296,761
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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