Joshua Black (CRD# 4280729) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sandy, UT and has over 15 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Black Crest Investments | Sandy, UT | May 2019 - Current | 4 |
| Kestra Investment Services, LLC | South Jordan, UT | May 2019 - Current | 4 |
| Kestra Advisory Services, LLC | South Jordan, UT | May 2019 - Current | 4 |
| 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 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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